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
601
$403K 0.03%
2,052
-189
602
$403K 0.03%
+11,414
603
$401K 0.03%
13,346
+115
604
$400K 0.03%
10,222
+1,548
605
$397K 0.03%
1,651
-454
606
$396K 0.03%
6,313
+424
607
$389K 0.03%
31,503
-131,777
608
$388K 0.03%
29,378
-641
609
$384K 0.03%
2,998
-40
610
$383K 0.03%
5,826
-1,079
611
$381K 0.03%
8,019
+23
612
$378K 0.03%
1,621
+221
613
$377K 0.03%
13,423
+2,651
614
$375K 0.02%
15,090
+3,411
615
$374K 0.02%
588
+17
616
$372K 0.02%
2,702
+140
617
$370K 0.02%
9,685
-260
618
$368K 0.02%
39,168
+2,822
619
$368K 0.02%
40,570
-21,548
620
$366K 0.02%
8,087
-68
621
$365K 0.02%
6,700
622
$364K 0.02%
12,101
-75
623
$362K 0.02%
2,876
+621
624
$359K 0.02%
1,605
+44
625
$356K 0.02%
2,257
-2
23 24
25
26 27