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
951
$398K 0.01%
1,958
-48
952
$397K 0.01%
+9,214
953
$397K 0.01%
5,756
-7,594
954
$396K 0.01%
9,007
+762
955
$396K 0.01%
4,244
+1,270
956
$395K 0.01%
2,756
+122
957
$394K 0.01%
+13,842
958
$394K 0.01%
2,025
-4
959
$393K 0.01%
1,347
-685
960
$392K 0.01%
8,638
-809
961
$392K 0.01%
1,162
-61
962
$392K 0.01%
3,500
+1,325
963
$391K 0.01%
12,486
+312
964
$391K 0.01%
15,950
+5,786
965
$390K 0.01%
1,947
-1,022
966
$389K 0.01%
17,550
967
$388K 0.01%
5,202
+1,778
968
$386K 0.01%
5,246
+14
969
$386K 0.01%
7,724
-40
970
$385K 0.01%
849
+270
971
$384K 0.01%
2,624
-412
972
$383K 0.01%
11,851
973
$383K 0.01%
1,681
-320
974
$381K 0.01%
5,249
+169
975
$381K 0.01%
9,334
37 38
39
40 41