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
626
$355K 0.02%
5,572
+328
627
$353K 0.02%
2,400
628
$353K 0.02%
6,866
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629
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630
$350K 0.02%
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631
$349K 0.02%
8,334
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$349K 0.02%
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$348K 0.02%
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634
$344K 0.02%
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635
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636
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637
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638
$340K 0.02%
18,857
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639
$340K 0.02%
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640
$340K 0.02%
37,077
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$337K 0.02%
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$333K 0.02%
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646
$333K 0.02%
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$332K 0.02%
10,260
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648
$332K 0.02%
8,541
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649
$331K 0.02%
15,864
+1,394
650
$324K 0.02%
3,876
-245
24 25
26
27 28