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
26
$8.52M 0.56%
129,138
+101,173
27
$8.51M 0.56%
47,953
+350
28
$8.42M 0.56%
231,402
+29,530
29
$8.26M 0.55%
99,748
-507
30
$8.25M 0.55%
169,508
+1,954
31
$8.19M 0.54%
192,044
+2,955
32
$8.17M 0.54%
73,135
-5,759
33
$7.37M 0.49%
246,361
-4,000
34
$7.37M 0.49%
243,265
-14,729
35
$7.29M 0.48%
178,594
-8,469
36
$7.03M 0.47%
158,453
+8,465
37
$7.01M 0.46%
76,932
-564
38
$6.95M 0.46%
137,028
-4,636
39
$6.87M 0.46%
44,869
+1,243
40
$6.81M 0.45%
42,214
+3,062
41
$6.68M 0.44%
279,729
+33,768
42
$6.66M 0.44%
46,327
+432
43
$6.58M 0.44%
29,526
-10,609
44
$6.47M 0.43%
77,128
+4,137
45
$6.44M 0.43%
54,725
+1,723
46
$6.32M 0.42%
12,304
+927
47
$6.3M 0.42%
225,880
+33,556
48
$6.26M 0.41%
33,175
-4,855
49
$6.24M 0.41%
131,664
-5,645
50
$6.24M 0.41%
119,041
+524
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