MA

Mutual Advisors Portfolio holdings

AUM $4.54B
1-Year Est. Return 15.69%
This Quarter Est. Return
1 Year Est. Return
+15.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.51B
AUM Growth
-$274M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
910
New
Increased
Reduced
Closed

Top Buys

1
+$9.9M
2
+$6.68M
3
+$4.41M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$3.71M
5
BUFF icon
Innovator Laddered Allocation Power Buffer ETF
BUFF
+$3.21M

Top Sells

1
+$10.1M
2
+$6.65M
3
+$5.38M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$4.83M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$4.45M

Sector Composition

1 Technology 12.01%
2 Financials 5.07%
3 Healthcare 4.71%
4 Consumer Discretionary 4.04%
5 Communication Services 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.14M 0.08%
13,574
+294
302
$1.13M 0.07%
19,880
-3,669
303
$1.13M 0.07%
4,657
-130
304
$1.12M 0.07%
21,649
+2,734
305
$1.11M 0.07%
37,849
+5,150
306
$1.11M 0.07%
37,455
+9,925
307
$1.11M 0.07%
17,698
+1,485
308
$1.1M 0.07%
4,305
+130
309
$1.1M 0.07%
33,224
+139
310
$1.1M 0.07%
6,309
+359
311
$1.1M 0.07%
51,729
-2,660
312
$1.1M 0.07%
35,090
+14,530
313
$1.09M 0.07%
12,124
+575
314
$1.09M 0.07%
18,711
-25
315
$1.08M 0.07%
23,577
-571
316
$1.08M 0.07%
51,025
-1,160
317
$1.08M 0.07%
45,710
-32,560
318
$1.08M 0.07%
35,426
-134,222
319
$1.07M 0.07%
39,624
-1,645
320
$1.07M 0.07%
59,779
-4,200
321
$1.07M 0.07%
33,764
+3,646
322
$1.06M 0.07%
6,139
+265
323
$1.05M 0.07%
3,500
+360
324
$1.05M 0.07%
5,316
-100
325
$1.04M 0.07%
23,135
-2,895
11 12
13
14 15