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
526
$1.12M 0.02%
99,465
-4,687
527
$1.11M 0.02%
68,704
+16,711
528
$1.11M 0.02%
62,593
+58
529
$1.11M 0.02%
12,069
+625
530
$1.11M 0.02%
+22,539
531
$1.11M 0.02%
34,938
+929
532
$1.1M 0.02%
6,421
+2,473
533
$1.1M 0.02%
+109,050
534
$1.1M 0.02%
24,870
535
$1.1M 0.02%
24,586
-491
536
$1.1M 0.02%
31,450
+2,955
537
$1.1M 0.02%
11,349
-840
538
$1.1M 0.02%
9,127
+308
539
$1.1M 0.02%
+45,618
540
$1.1M 0.02%
+37,104
541
$1.09M 0.02%
13,163
+9,399
542
$1.08M 0.02%
4,249
+95
543
$1.08M 0.02%
21,259
+1,450
544
$1.07M 0.02%
32,787
-9,150
545
$1.07M 0.02%
8,596
+4,672
546
$1.07M 0.02%
21,666
+10
547
$1.07M 0.02%
31,339
+46
548
$1.06M 0.02%
44,865
549
$1.06M 0.02%
120,735
+250
550
$1.06M 0.02%
2,897
+629
20 21
22
23 24