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
526
$514K 0.03%
22,887
527
$512K 0.03%
29,930
528
$512K 0.03%
10,266
-81
529
$510K 0.03%
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-2,061
530
$508K 0.03%
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531
$507K 0.03%
7,250
-5,013
532
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2,950
-184
533
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534
$502K 0.03%
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535
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536
$501K 0.03%
5,626
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537
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538
$500K 0.03%
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539
$498K 0.03%
4,184
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540
$498K 0.03%
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$497K 0.03%
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543
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20,140
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545
$483K 0.03%
2,183
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546
$482K 0.03%
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547
$477K 0.03%
7,860
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548
$477K 0.03%
9,239
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549
$474K 0.03%
6,588
+1,629
550
$472K 0.03%
39,080
+11,000
20 21
22
23 24