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
701
$274K 0.02%
1,945
-120
702
$273K 0.02%
6,110
-12,206
703
$273K 0.02%
+10,260
704
$273K 0.02%
15,835
-1,156
705
$273K 0.02%
7,159
-1,242
706
$271K 0.02%
11,845
-100
707
$270K 0.02%
8,168
-10,880
708
$270K 0.02%
2,914
+29
709
$268K 0.02%
18,334
+3,248
710
$264K 0.02%
2,663
-34
711
$263K 0.02%
2,735
+523
712
$263K 0.02%
+937
713
$261K 0.02%
9,406
-442
714
$261K 0.02%
1,764
-191
715
$259K 0.02%
5,739
-3,850
716
$259K 0.02%
+10,836
717
$259K 0.02%
5,907
-212
718
$258K 0.02%
4,060
-250
719
$258K 0.02%
3,055
+300
720
$258K 0.02%
11,546
+467
721
$257K 0.02%
1,728
-22
722
$257K 0.02%
1,807
+5
723
$255K 0.02%
7,337
+1,200
724
$255K 0.02%
9,413
725
$254K 0.02%
+4,413
27 28
29
30 31