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
551
$472K 0.03%
5,490
+641
552
$471K 0.03%
5,346
-145
553
$462K 0.03%
14,877
-91
554
$456K 0.03%
16,796
+120
555
$455K 0.03%
13,638
-177
556
$455K 0.03%
2,499
+81
557
$454K 0.03%
4,204
-721
558
$453K 0.03%
11,500
559
$450K 0.03%
12,027
+468
560
$449K 0.03%
5,262
-3,285
561
$449K 0.03%
12,993
-33,396
562
$448K 0.03%
15,246
+148
563
$448K 0.03%
8,803
+31
564
$447K 0.03%
9,711
+3,116
565
$446K 0.03%
7,571
-1,182
566
$446K 0.03%
3,315
+22
567
$445K 0.03%
8,275
-4,245
568
$443K 0.03%
9,342
-127
569
$443K 0.03%
2,439
+87
570
$443K 0.03%
10,044
-5,641
571
$443K 0.03%
3,750
572
$440K 0.03%
6,233
+95
573
$439K 0.03%
2,267
-21
574
$439K 0.03%
24,145
-3,128
575
$438K 0.03%
3,451
+119
21 22
23
24 25