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
326
$1.04M 0.07%
34,432
-232
327
$1.04M 0.07%
3,194
+946
328
$1.04M 0.07%
10,628
-4,822
329
$1.03M 0.07%
41,751
+1,939
330
$1.02M 0.07%
7,864
+887
331
$1.02M 0.07%
12,706
-7,304
332
$1.01M 0.07%
9,872
+41
333
$1M 0.07%
3,805
-93
334
$1M 0.07%
5,039
-163
335
$1M 0.07%
18,436
-1,511
336
$1M 0.07%
33,875
-103,580
337
$999K 0.07%
14,455
-8,521
338
$996K 0.07%
53,419
-692
339
$986K 0.07%
20,799
-1,082
340
$983K 0.07%
34,264
-36,266
341
$973K 0.06%
46,914
+17,424
342
$972K 0.06%
40,859
+2,633
343
$971K 0.06%
49,697
+17,020
344
$966K 0.06%
3,427
-4
345
$965K 0.06%
11,033
+111
346
$962K 0.06%
55,058
+34,825
347
$960K 0.06%
19,539
+765
348
$959K 0.06%
26,402
+2
349
$954K 0.06%
4,384
+240
350
$953K 0.06%
29,428
-2,852
12 13
14
15 16