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
651
$322K 0.02%
47,544
652
$321K 0.02%
9,382
-6,878
653
$321K 0.02%
3,890
-17
654
$320K 0.02%
4,901
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655
$315K 0.02%
673
656
$312K 0.02%
5,616
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657
$312K 0.02%
3,659
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658
$311K 0.02%
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$310K 0.02%
6,583
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660
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25,662
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$309K 0.02%
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662
$309K 0.02%
2,655
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$308K 0.02%
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$308K 0.02%
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$306K 0.02%
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$304K 0.02%
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670
$301K 0.02%
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$301K 0.02%
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672
$300K 0.02%
5,701
-508
673
$299K 0.02%
3,260
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674
$298K 0.02%
12,338
-10,725
675
$298K 0.02%
2,222
+178
25 26
27
28 29