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
776
$214K 0.01%
5,973
+91
777
$214K 0.01%
7,914
+569
778
$213K 0.01%
9,025
+2,464
779
$212K 0.01%
+9,111
780
$212K 0.01%
1,611
-602
781
$207K 0.01%
1,520
-35,499
782
$206K 0.01%
+8,192
783
$206K 0.01%
6,633
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784
$205K 0.01%
2,161
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785
$205K 0.01%
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786
$205K 0.01%
2,554
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787
$203K 0.01%
891
-60
788
$203K 0.01%
4,048
-3,671
789
$202K 0.01%
4,313
790
$202K 0.01%
2,779
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791
$202K 0.01%
17,398
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792
$201K 0.01%
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793
$200K 0.01%
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794
$195K 0.01%
22,595
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795
$184K 0.01%
15,648
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796
$179K 0.01%
10,000
797
$174K 0.01%
17,057
-3,134
798
$161K 0.01%
+15,035
799
$154K 0.01%
18,368
+5,011
800
$152K 0.01%
16,487
30 31
32
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