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
401
$1.74M 0.04%
18,038
-429
402
$1.74M 0.04%
36,263
+11,016
403
$1.73M 0.04%
33,816
-228,408
404
$1.71M 0.04%
18,930
+1,840
405
$1.7M 0.04%
5,570
-349
406
$1.7M 0.04%
11,501
+1,312
407
$1.69M 0.04%
16,427
-4,768
408
$1.69M 0.04%
26,139
+1,267
409
$1.69M 0.04%
47,609
+13,720
410
$1.68M 0.04%
38,614
-6,842
411
$1.68M 0.04%
29,818
-731
412
$1.66M 0.04%
16,021
-2,108
413
$1.66M 0.04%
44,550
+229
414
$1.66M 0.04%
47,307
+14,896
415
$1.65M 0.04%
34,963
+16,428
416
$1.65M 0.04%
8,418
-184
417
$1.65M 0.04%
56,373
+16,410
418
$1.64M 0.04%
16,478
-1,559
419
$1.64M 0.04%
5,363
+1
420
$1.63M 0.04%
46,741
+13,953
421
$1.62M 0.04%
38,085
-5,504
422
$1.62M 0.04%
3,822
+547
423
$1.61M 0.04%
2,815
-451
424
$1.61M 0.04%
8,362
+7,221
425
$1.6M 0.04%
32,105
+15,243
15 16
17
18 19