MA

Mutual Advisors Portfolio holdings

AUM $4.66B
1-Year Est. Return 17.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.54B
AUM Growth
+$536M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,348
New
Increased
Reduced
Closed

Top Buys

1
+$29.4M
2
+$22.9M
3
+$18.3M
4
PJAN icon
Innovator US Equity Power Buffer ETF January
PJAN
+$18M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$16.6M

Top Sells

1
+$16.9M
2
+$15.6M
3
+$11.6M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$10.9M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$6.19M

Sector Composition

1 Technology 11.91%
2 Financials 6.15%
3 Communication Services 3.22%
4 Healthcare 3.14%
5 Consumer Discretionary 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$703K 0.02%
5,856
+6
702
$701K 0.02%
+269,624
703
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33,504
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704
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27,507
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4,411
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707
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11,330
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710
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711
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1,273
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712
$682K 0.02%
2,572
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713
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+6,690
714
$678K 0.01%
25,017
715
$678K 0.01%
36,823
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716
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717
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719
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35,977
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802
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722
$666K 0.01%
38,416
+1,576
723
$666K 0.01%
1,139
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724
$665K 0.01%
16,929
+2,524
725
$665K 0.01%
11,988
+1,257
27 28
29
30 31