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
51
$14.5M 0.32%
119,256
+2,727
52
$14.4M 0.32%
306,755
+15,374
53
$14.3M 0.32%
224,997
-5,003
54
$14.2M 0.31%
90,441
+1,682
55
$14M 0.31%
519,775
-16,210
56
$13.5M 0.3%
502,587
+120,114
57
$13.4M 0.3%
74,471
+16,833
58
$13.3M 0.29%
327,383
+25,565
59
$13.2M 0.29%
123,657
-1,175
60
$13.1M 0.29%
258,575
+14,650
61
$12.7M 0.28%
122,636
-9,820
62
$12.7M 0.28%
109,742
+5,948
63
$12.6M 0.28%
248,211
-8,757
64
$12.5M 0.28%
36,222
+11,083
65
$12.4M 0.27%
107,303
+13,325
66
$12.3M 0.27%
244,247
+110,012
67
$11.6M 0.26%
114,649
+8,229
68
$11.5M 0.25%
500,932
+18,246
69
$11.2M 0.25%
144,727
+23,874
70
$11.1M 0.25%
92,424
+3,863
71
$11M 0.24%
176,291
+6,745
72
$11M 0.24%
52,606
+3,950
73
$10.9M 0.24%
140,044
+67,047
74
$10.9M 0.24%
28,666
+6,002
75
$10.9M 0.24%
154,409
+1,315
1 2
3
4 5