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
851
$501K 0.01%
2,071
-249
852
$499K 0.01%
76,931
+1,065
853
$498K 0.01%
6,689
+1,101
854
$498K 0.01%
10,634
+1,345
855
$498K 0.01%
+14,933
856
$497K 0.01%
7,138
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857
$496K 0.01%
2,818
+134
858
$496K 0.01%
9,022
859
$496K 0.01%
21,872
+131
860
$495K 0.01%
3,082
-160
861
$494K 0.01%
884
-101
862
$492K 0.01%
3,912
-244
863
$491K 0.01%
891
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864
$491K 0.01%
2,650
+75
865
$490K 0.01%
12,571
866
$488K 0.01%
4,348
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867
$487K 0.01%
3,417
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868
$486K 0.01%
1,080
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869
$486K 0.01%
4,809
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870
$486K 0.01%
19,211
-2,593
871
$485K 0.01%
1,778
-131
872
$484K 0.01%
+5,780
873
$483K 0.01%
15,363
-400
874
$482K 0.01%
4,457
+1,811
875
$480K 0.01%
5,148
+2,208
33 34
35
36 37