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
776
$593K 0.01%
2,304
-20
777
$593K 0.01%
+12,369
778
$591K 0.01%
15,161
+5,368
779
$589K 0.01%
30,788
-30,615
780
$589K 0.01%
23,568
-76,116
781
$588K 0.01%
+20,769
782
$587K 0.01%
11,555
+3,256
783
$586K 0.01%
30,497
+11,949
784
$586K 0.01%
2,300
-25
785
$585K 0.01%
40,000
786
$584K 0.01%
838
-87
787
$583K 0.01%
7,398
+14
788
$582K 0.01%
8,326
+664
789
$582K 0.01%
28,381
-293
790
$581K 0.01%
12,449
791
$580K 0.01%
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792
$579K 0.01%
7,136
793
$578K 0.01%
16,880
+1,030
794
$578K 0.01%
10,291
795
$578K 0.01%
5,758
-246
796
$574K 0.01%
36,170
-10,369
797
$574K 0.01%
4,713
798
$573K 0.01%
13,977
-1,511
799
$572K 0.01%
12,739
+668
800
$571K 0.01%
12,163
30 31
32
33 34