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
51
$6.18M 0.41%
151,676
+29,741
52
$6.18M 0.41%
165,116
+5,533
53
$6.03M 0.4%
397,450
-17,630
54
$5.79M 0.38%
196,336
+3,988
55
$5.73M 0.38%
20,878
+589
56
$5.57M 0.37%
124,751
-1,749
57
$5.56M 0.37%
42,438
-819
58
$5.56M 0.37%
58,865
-2,870
59
$5.52M 0.37%
91,507
-10,171
60
$5.52M 0.37%
43,062
-4,399
61
$5.49M 0.36%
136,509
-15,149
62
$5.26M 0.35%
14,363
-108
63
$5.2M 0.34%
64,037
-444
64
$5.12M 0.34%
63,069
+9,163
65
$5.05M 0.33%
100,834
-16,180
66
$5M 0.33%
25,395
+4,087
67
$4.91M 0.33%
68,725
+8,671
68
$4.91M 0.33%
24,936
-1,056
69
$4.88M 0.32%
169,261
+45,639
70
$4.83M 0.32%
171,251
-3,142
71
$4.81M 0.32%
56,177
-629
72
$4.71M 0.31%
46,397
+29,355
73
$4.56M 0.3%
93,900
+1,760
74
$4.53M 0.3%
26,897
+224
75
$4.53M 0.3%
41,133
+33,676
1 2
3
4 5