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
751
$623K 0.01%
7,205
+5
752
$622K 0.01%
7,447
+11
753
$621K 0.01%
6,102
+59
754
$620K 0.01%
6,878
+2,345
755
$619K 0.01%
23,734
-6,999
756
$619K 0.01%
8,008
+1,419
757
$612K 0.01%
8,688
+1,025
758
$610K 0.01%
2,158
+167
759
$609K 0.01%
11,743
-4,183
760
$607K 0.01%
24,416
+54
761
$607K 0.01%
1,013
+170
762
$607K 0.01%
3,459
+27
763
$604K 0.01%
+4,912
764
$603K 0.01%
4,668
-319
765
$602K 0.01%
7,015
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766
$601K 0.01%
4,072
-1,749
767
$599K 0.01%
15,431
+8,784
768
$598K 0.01%
20,590
+1,150
769
$598K 0.01%
12,229
-164
770
$596K 0.01%
2,567
-156
771
$595K 0.01%
14,932
+8,011
772
$595K 0.01%
+13,884
773
$595K 0.01%
7,695
-135
774
$595K 0.01%
17,491
-170
775
$595K 0.01%
14,295
+50
29 30
31
32 33