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
501
$559K 0.04%
11,230
-358
502
$549K 0.04%
8,836
+212
503
$548K 0.04%
+7,626
504
$548K 0.04%
28,202
+2,879
505
$547K 0.04%
16,149
-294
506
$546K 0.04%
12,149
-1,816
507
$543K 0.04%
11,668
+952
508
$541K 0.04%
5,690
+6
509
$539K 0.04%
+19,749
510
$539K 0.04%
40,616
+386
511
$539K 0.04%
61,759
+16,902
512
$538K 0.04%
15,281
-11,788
513
$537K 0.04%
7,058
+286
514
$536K 0.04%
23,029
-1,457
515
$535K 0.04%
21,457
+3,321
516
$529K 0.04%
15,785
-10,215
517
$527K 0.03%
7,451
-199
518
$525K 0.03%
8,235
+2,941
519
$525K 0.03%
23,950
520
$521K 0.03%
9,354
-232
521
$521K 0.03%
5,480
+3
522
$518K 0.03%
8,338
-167
523
$518K 0.03%
+38,622
524
$516K 0.03%
11,857
+1,157
525
$514K 0.03%
7,057
19 20
21
22 23