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
751
$228K 0.02%
1,049
-178
752
$228K 0.02%
+2,774
753
$227K 0.02%
4,029
+229
754
$227K 0.02%
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755
$227K 0.02%
2,230
-20,756
756
$226K 0.02%
7,593
-7,697
757
$226K 0.02%
929
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$226K 0.02%
3,662
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759
$224K 0.01%
666
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760
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+9,690
761
$222K 0.01%
1,671
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762
$222K 0.01%
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763
$221K 0.01%
4,415
764
$221K 0.01%
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765
$220K 0.01%
10,829
-36,543
766
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$220K 0.01%
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$219K 0.01%
5,878
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$217K 0.01%
2,289
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772
$216K 0.01%
5,356
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773
$215K 0.01%
6,850
+20
774
$215K 0.01%
1,040
+199
775
$214K 0.01%
5,966
-437
29 30
31
32 33