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
426
$742K 0.05%
36,509
-1,961
427
$737K 0.05%
1,913
+609
428
$737K 0.05%
12,345
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429
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13,810
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430
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18,168
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431
$727K 0.05%
72,688
-16,922
432
$726K 0.05%
16,153
-1,326
433
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50,472
+4,162
434
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5,512
-268
435
$715K 0.05%
15,392
-4,423
436
$715K 0.05%
20,685
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437
$705K 0.05%
26,834
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438
$702K 0.05%
7,767
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439
$699K 0.05%
4,943
-88
440
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441
$695K 0.05%
6,600
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442
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24,100
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443
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32,554
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444
$682K 0.05%
9,271
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445
$681K 0.05%
3,966
446
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10,733
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447
$675K 0.04%
24,519
+11,217
448
$673K 0.04%
7,394
-201
449
$673K 0.04%
2,961
+54
450
$672K 0.04%
12,035
-1,703
16 17
18
19 20