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
876
$478K 0.01%
6,325
-272
877
$476K 0.01%
7,849
-709
878
$476K 0.01%
4,528
+76
879
$475K 0.01%
8,678
-21
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$474K 0.01%
804
-355
881
$473K 0.01%
7,500
882
$472K 0.01%
2,674
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883
$471K 0.01%
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884
$470K 0.01%
5,845
-805
885
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10,079
-250
886
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11,411
-1,231
887
$466K 0.01%
5,067
-176
888
$466K 0.01%
5,347
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889
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5,565
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890
$464K 0.01%
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891
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14,898
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14,126
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895
$460K 0.01%
6,561
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896
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4,517
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897
$452K 0.01%
19,047
+6,656
898
$451K 0.01%
+6,480
899
$448K 0.01%
+18,096
900
$447K 0.01%
+7,574
34 35
36
37 38