MA

Mutual Advisors Portfolio holdings

AUM $4.66B
1-Year Est. Return 17.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.54B
AUM Growth
+$536M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,348
New
Increased
Reduced
Closed

Top Buys

1
+$29.4M
2
+$22.9M
3
+$18.3M
4
PJAN icon
Innovator US Equity Power Buffer ETF January
PJAN
+$18M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$16.6M

Top Sells

1
+$16.9M
2
+$15.6M
3
+$11.6M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$10.9M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$6.19M

Sector Composition

1 Technology 11.91%
2 Financials 6.15%
3 Communication Services 3.22%
4 Healthcare 3.14%
5 Consumer Discretionary 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$2.55M 0.06%
16,456
+255
302
$2.54M 0.06%
8,713
+22
303
$2.53M 0.06%
47,590
+2,272
304
$2.51M 0.06%
8,043
+909
305
$2.51M 0.06%
29,742
+6,802
306
$2.51M 0.06%
74,726
+11,595
307
$2.49M 0.05%
13,023
+8,802
308
$2.48M 0.05%
52,613
-542
309
$2.46M 0.05%
17,300
-2,284
310
$2.46M 0.05%
+32,970
311
$2.46M 0.05%
57,701
+44,492
312
$2.44M 0.05%
+29,577
313
$2.44M 0.05%
105,185
+71,683
314
$2.44M 0.05%
8,826
+126
315
$2.42M 0.05%
+35,612
316
$2.41M 0.05%
+34,600
317
$2.41M 0.05%
113,609
+1,711
318
$2.38M 0.05%
29,135
+2,335
319
$2.36M 0.05%
25,822
-70,729
320
$2.35M 0.05%
17,321
+63
321
$2.35M 0.05%
18,576
+1,907
322
$2.34M 0.05%
16,744
+384
323
$2.33M 0.05%
50,199
+32,685
324
$2.32M 0.05%
49,243
-2,752
325
$2.31M 0.05%
10,689
-981
11 12
13
14 15