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
376
$1.88M 0.04%
60,334
+12,983
377
$1.88M 0.04%
26,394
-3,753
378
$1.86M 0.04%
8,895
-942
379
$1.86M 0.04%
8,454
+184
380
$1.85M 0.04%
68,313
+3,944
381
$1.84M 0.04%
56,939
+1,412
382
$1.82M 0.04%
16,945
-251
383
$1.81M 0.04%
13,106
-2,158
384
$1.81M 0.04%
48,804
+7,347
385
$1.81M 0.04%
10,099
-7
386
$1.8M 0.04%
37,521
+3,347
387
$1.79M 0.04%
9,111
-20
388
$1.78M 0.04%
64,070
+220
389
$1.78M 0.04%
34,734
-2,833
390
$1.78M 0.04%
46,105
+32,213
391
$1.77M 0.04%
+92,148
392
$1.77M 0.04%
6,245
+3,268
393
$1.76M 0.04%
38,473
+26,912
394
$1.76M 0.04%
10,741
+8,387
395
$1.76M 0.04%
71,920
-10,105
396
$1.75M 0.04%
77,394
-111
397
$1.75M 0.04%
18,547
+5,300
398
$1.75M 0.04%
34,613
+1,660
399
$1.75M 0.04%
46,054
+13,774
400
$1.75M 0.04%
141,378
-4,302
14 15
16
17 18