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
826
$531K 0.01%
1,677
+184
827
$531K 0.01%
11,001
+3,752
828
$530K 0.01%
+13,852
829
$528K 0.01%
1,157
+24
830
$526K 0.01%
2,944
+190
831
$525K 0.01%
1,830
+811
832
$525K 0.01%
2,384
+268
833
$525K 0.01%
4,996
+384
834
$522K 0.01%
3,968
+94
835
$520K 0.01%
5,214
+866
836
$520K 0.01%
5,855
+1,764
837
$514K 0.01%
9,503
+5,264
838
$514K 0.01%
1,804
+454
839
$513K 0.01%
16,410
-121
840
$513K 0.01%
6,187
+2,210
841
$512K 0.01%
11,321
+3,166
842
$511K 0.01%
18,368
+255
843
$511K 0.01%
4,095
+721
844
$509K 0.01%
4,962
+55
845
$508K 0.01%
22,710
+252
846
$507K 0.01%
5,112
+154
847
$506K 0.01%
8,773
-246
848
$505K 0.01%
5,074
+113
849
$504K 0.01%
12,393
850
$502K 0.01%
2,861
-62
32 33
34
35 36