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
$1.51B
AUM Growth
-$274M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
910
New
Increased
Reduced
Closed

Top Buys

1
+$9.9M
2
+$6.68M
3
+$4.41M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$3.71M
5
BUFF icon
Innovator Laddered Allocation Power Buffer ETF
BUFF
+$3.21M

Top Sells

1
+$10.1M
2
+$6.65M
3
+$5.38M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$4.83M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$4.45M

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
76
$4.53M 0.3%
97,370
+437
77
$4.45M 0.29%
181,690
+2,381
78
$4.4M 0.29%
10,235
-217
79
$4.36M 0.29%
321,023
+26,347
80
$4.34M 0.29%
60,173
+19,329
81
$4.18M 0.28%
30,404
+14,163
82
$4.17M 0.28%
222,820
+817
83
$4.13M 0.27%
18,879
-123
84
$4.1M 0.27%
123,818
+96,997
85
$4.05M 0.27%
39,553
-43,515
86
$3.97M 0.26%
161,388
-12,004
87
$3.94M 0.26%
84,852
-1,315
88
$3.93M 0.26%
51,010
-303
89
$3.78M 0.25%
74,731
-10,177
90
$3.75M 0.25%
29,393
+3,467
91
$3.74M 0.25%
118,869
-34,391
92
$3.74M 0.25%
178,258
-39,157
93
$3.68M 0.24%
25,409
-289
94
$3.6M 0.24%
20,471
+1,982
95
$3.54M 0.23%
50,722
+3,561
96
$3.49M 0.23%
49,761
+4,047
97
$3.48M 0.23%
145,834
+5,582
98
$3.44M 0.23%
192,083
+73,923
99
$3.42M 0.23%
217,314
+8,120
100
$3.39M 0.22%
36,552
+1,595
2 3
4
5 6