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
676
$297K 0.02%
5,988
+4
677
$296K 0.02%
1,650
+845
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$295K 0.02%
24,632
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$294K 0.02%
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$294K 0.02%
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681
$293K 0.02%
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682
$290K 0.02%
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683
$288K 0.02%
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684
$287K 0.02%
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685
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686
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$286K 0.02%
26,412
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688
$286K 0.02%
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689
$285K 0.02%
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690
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$285K 0.02%
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693
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$281K 0.02%
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695
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696
$278K 0.02%
4,427
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697
$278K 0.02%
4,367
+312
698
$277K 0.02%
5,375
-29,950
699
$276K 0.02%
5,872
-1,264
700
$275K 0.02%
11,505
-121
26 27
28
29 30