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
451
$1.46M 0.03%
13,280
+3,269
452
$1.46M 0.03%
6,745
-42
453
$1.45M 0.03%
14,432
+113
454
$1.45M 0.03%
32,605
455
$1.45M 0.03%
+36,115
456
$1.45M 0.03%
45,248
-611
457
$1.44M 0.03%
5,683
-247
458
$1.42M 0.03%
+94,861
459
$1.42M 0.03%
52,628
+15,568
460
$1.42M 0.03%
41,251
-7,760
461
$1.42M 0.03%
368
+2
462
$1.41M 0.03%
28,707
-123
463
$1.4M 0.03%
69,989
-4,410
464
$1.4M 0.03%
22,420
+145
465
$1.4M 0.03%
22,356
-1,315
466
$1.39M 0.03%
112,486
+10,959
467
$1.39M 0.03%
+6,715
468
$1.39M 0.03%
+34,799
469
$1.39M 0.03%
103,616
+11,538
470
$1.37M 0.03%
36,010
+19,440
471
$1.36M 0.03%
2,010
+79
472
$1.36M 0.03%
6,523
473
$1.36M 0.03%
+25,671
474
$1.35M 0.03%
38,173
+2,150
475
$1.35M 0.03%
30,912
+2,109
17 18
19
20 21