MA
Mutual Advisors Portfolio holdings
AUM
$4B
1-Year Return
14.38%
This Quarter Return
-13.14%
1 Year Return
+14.38%
3 Year Return
+52.75%
5 Year Return
+91.66%
10 Year Return
–
AUM
$1.51B
AUM Growth
-$274M
(-15%)
Cap. Flow
-$14.6M
Cap. Flow
% of AUM
-0.97%
Top 10 Holdings %
Top 10 Hldgs %
18.98%
Holding
910
New
51
Increased
377
Reduced
352
Closed
89
Top Buys
| 1 |
FT Vest US Equity Deep Buffer ETF April
DAPR
|
+$9.9M |
| 2 |
ProShares Short S&P500
SH
|
+$6.68M |
| 3 |
First Trust Global Tactical Commodity Strategy Fund
FTGC
|
+$4.41M |
| 4 |
iShares Short Treasury Bond ETF
SHV
|
+$3.71M |
| 5 |
Innovator Laddered Allocation Power Buffer ETF
BUFF
|
+$3.21M |
Top Sells
| 1 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
+$10.1M |
| 2 |
Technology Select Sector SPDR Fund
XLK
|
+$6.65M |
| 3 |
Vanguard Value ETF
VTV
|
+$5.38M |
| 4 |
iShares Russell 2000 Value ETF
IWN
|
+$4.83M |
| 5 |
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% |
