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
901
$446K 0.01%
15,541
-510
902
$445K 0.01%
3,411
-332
903
$445K 0.01%
10,510
+4,634
904
$445K 0.01%
9,642
905
$443K 0.01%
18,532
+7,573
906
$441K 0.01%
17,709
-537
907
$441K 0.01%
5,779
+913
908
$440K 0.01%
8,178
-260
909
$439K 0.01%
10,898
-15
910
$439K 0.01%
18,061
-1,585
911
$438K 0.01%
19,710
-1,280
912
$437K 0.01%
+2,960
913
$436K 0.01%
2,481
+1,015
914
$434K 0.01%
3,176
-87
915
$433K 0.01%
1,279
+125
916
$432K 0.01%
26,500
-2,836
917
$432K 0.01%
3,622
-510
918
$432K 0.01%
+5,796
919
$427K 0.01%
5,276
+101
920
$427K 0.01%
+18,552
921
$426K 0.01%
+4,703
922
$425K 0.01%
8,981
+1
923
$425K 0.01%
19,938
-943
924
$425K 0.01%
9,253
-248
925
$424K 0.01%
27,810
-1,454
35 36
37
38 39