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
726
$253K 0.02%
3,026
+18
727
$249K 0.02%
7,329
-16
728
$249K 0.02%
10,767
-227
729
$249K 0.02%
1,249
+9
730
$248K 0.02%
12,156
-1,310
731
$248K 0.02%
18,818
+3,277
732
$247K 0.02%
+678
733
$246K 0.02%
+9,698
734
$246K 0.02%
15,840
-88,830
735
$245K 0.02%
2,604
+86
736
$243K 0.02%
+4,748
737
$243K 0.02%
7,023
-2,079
738
$243K 0.02%
10,977
-2,155
739
$242K 0.02%
2,885
-2,179
740
$242K 0.02%
2,579
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741
$241K 0.02%
+5,515
742
$238K 0.02%
8,132
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743
$238K 0.02%
3,911
744
$237K 0.02%
+9,504
745
$237K 0.02%
5,625
-480
746
$235K 0.02%
9,956
747
$234K 0.02%
5,056
-42
748
$232K 0.02%
6,495
-1,774
749
$230K 0.02%
6,812
-399
750
$229K 0.02%
+3,748
28 29
30
31 32