MA

Mutual Advisors Portfolio holdings

AUM $4.54B
1-Year Est. Return 15.69%
This Quarter Est. Return
1 Year Est. Return
+15.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4B
AUM Growth
+$510M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,205
New
Increased
Reduced
Closed

Top Buys

1
+$18.6M
2
+$11.6M
3
+$8.61M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$8.19M
5
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$5.62M

Top Sells

1
+$15.9M
2
+$14.5M
3
+$11.3M
4
IAU icon
iShares Gold Trust
IAU
+$5.08M
5
MSFT icon
Microsoft
MSFT
+$4.37M

Sector Composition

1 Technology 10.92%
2 Financials 6.82%
3 Healthcare 3.38%
4 Consumer Discretionary 3.34%
5 Communication Services 3.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CPER icon
926
United States Copper Index Fund
CPER
$251M
$355K 0.01%
+9,894
GWRE icon
927
Guidewire Software
GWRE
$18.5B
$351K 0.01%
1,570
+194
ULTA icon
928
Ulta Beauty
ULTA
$23.2B
$350K 0.01%
+680
NANC icon
929
Unusual Whales Subversive Democratic Trading ETF
NANC
$260M
$348K 0.01%
+8,155
HLT icon
930
Hilton Worldwide
HLT
$63.5B
$346K 0.01%
+1,264
XMMO icon
931
Invesco S&P MidCap Momentum ETF
XMMO
$6.02B
$345K 0.01%
2,614
+49
TLTW icon
932
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
TLTW
$1.39B
$345K 0.01%
+15,213
VTC icon
933
Vanguard Total Corporate Bond ETF
VTC
$1.25B
$345K 0.01%
4,480
+62
CLX icon
934
Clorox
CLX
$13.1B
$345K 0.01%
2,634
+1,022
L icon
935
Loews
L
$21.2B
$342K 0.01%
+3,730
WDAY icon
936
Workday
WDAY
$60.1B
$341K 0.01%
1,412
+119
XYLD icon
937
Global X S&P 500 Covered Call ETF
XYLD
$3.14B
$341K 0.01%
8,753
+161
BSJQ icon
938
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$1.15B
$341K 0.01%
14,633
-497
FDEC icon
939
FT Vest US Equity Buffer ETF December
FDEC
$1.1B
$341K 0.01%
7,154
-661
FNDF icon
940
Schwab Fundamental International Large Company Index ETF
FNDF
$18.8B
$341K 0.01%
8,245
-13
PSTG icon
941
Pure Storage
PSTG
$29.6B
$340K 0.01%
5,898
+725
AWK icon
942
American Water Works
AWK
$25.5B
$339K 0.01%
2,419
+272
AIQ icon
943
Global X Artificial Intelligence & Technology ETF
AIQ
$5.63B
$338K 0.01%
7,546
-584
JELD icon
944
JELD-WEN Holding
JELD
$221M
$337K 0.01%
65,300
-67,373
POCT icon
945
Innovator US Equity Power Buffer ETF October
POCT
$782M
$336K 0.01%
8,000
-1,369
IBDY icon
946
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
$856M
$335K 0.01%
13,013
+57
APPF icon
947
AppFolio
APPF
$9.05B
$335K 0.01%
1,268
-9
FOCT icon
948
FT Vest US Equity Buffer ETF October
FOCT
$1B
$331K 0.01%
7,249
+11
NCA icon
949
Nuveen California Municipal Value Fund
NCA
$301M
$330K 0.01%
39,150
+11,300
LVS icon
950
Las Vegas Sands
LVS
$44.1B
$330K 0.01%
+6,303
36 37
38
39 40