MA

Mutual Advisors Portfolio holdings

AUM $4.66B
1-Year Est. Return 17.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.21%
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
+$10.3M
2
+$6.25M
3
+$4.78M
4
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$3.71M
5
BUFF icon
Innovator Laddered Allocation Power Buffer ETF
BUFF
+$3.32M

Top Sells

1
+$11.6M
2
+$7.28M
3
+$5.76M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$5.28M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$4.47M

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
876
– –
-1,186
877
– –
-23,934
878
– –
-604
879
– –
-8,306
880
– –
-13,602
881
– –
-11,525
882
– –
-10,487
883
– –
-5,003
884
– –
-34,083
885
– –
-10,316
886
– –
-2,622
887
– –
-9,805
888
– –
-4,016
889
– –
-22,150
890
– –
-2,022
891
– –
-16,724
892
– –
-7,253
893
– –
-4,001
894
– –
-19,433
895
– –
-3,978
896
– –
-9,476
897
– –
-1,091
898
– –
-17,760
899
– –
-58,519
900
– –
-29,805
33 34 35
36
37