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
351
$2.09M 0.05%
2,916
+2,537
352
$2.08M 0.05%
+55,336
353
$2.08M 0.05%
967
+11
354
$2.07M 0.05%
16,962
-2,473
355
$2.07M 0.05%
+13,333
356
$2.03M 0.04%
18,859
+885
357
$2.02M 0.04%
21,585
+727
358
$2.02M 0.04%
57,595
-31,299
359
$2.01M 0.04%
61,117
+2,773
360
$2.01M 0.04%
40,377
-10,333
361
$2M 0.04%
55,196
+1,726
362
$2M 0.04%
42,696
363
$1.99M 0.04%
9,563
+886
364
$1.98M 0.04%
3,264
-510
365
$1.97M 0.04%
9,072
+7,253
366
$1.96M 0.04%
315,400
-16,900
367
$1.96M 0.04%
17,499
-918
368
$1.96M 0.04%
21,304
-1,293
369
$1.94M 0.04%
15,669
+8,834
370
$1.93M 0.04%
162,769
+10,982
371
$1.92M 0.04%
7,698
+816
372
$1.91M 0.04%
4,073
-169
373
$1.9M 0.04%
18,631
+387
374
$1.89M 0.04%
27,900
+5,122
375
$1.88M 0.04%
13,783
+199
13 14
15
16 17