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
376
$863K 0.06%
8,269
+235
377
$863K 0.06%
8,377
-33
378
$861K 0.06%
17,930
-251
379
$857K 0.06%
6,181
-1,138
380
$856K 0.06%
9,984
+3,515
381
$855K 0.06%
67,030
-13,870
382
$855K 0.06%
20,540
-2,798
383
$855K 0.06%
12,507
-1,778
384
$852K 0.06%
65,250
385
$847K 0.06%
38,794
+7,148
386
$841K 0.06%
14,041
-1,057
387
$840K 0.06%
10,411
-456
388
$837K 0.06%
21,305
+200
389
$837K 0.06%
21,372
+4,613
390
$823K 0.05%
14,050
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391
$822K 0.05%
29,007
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392
$815K 0.05%
9,894
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393
$812K 0.05%
1,707
-120
394
$806K 0.05%
96,957
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395
$802K 0.05%
10,333
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396
$802K 0.05%
8,335
-23,951
397
$801K 0.05%
+20,259
398
$800K 0.05%
4,594
-106
399
$793K 0.05%
1,460
+19
400
$792K 0.05%
29,322
+417
14 15
16
17 18