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
76
$10.8M 0.24%
51,195
-206
77
$10.8M 0.24%
56,255
-676
78
$10.7M 0.24%
215,320
-2,791
79
$10.7M 0.23%
134,697
-1,763
80
$10.6M 0.23%
386,824
+17,132
81
$10.6M 0.23%
215,643
+16,590
82
$10.4M 0.23%
138,448
+512
83
$10.4M 0.23%
128,118
+4,999
84
$10.4M 0.23%
423,899
+14,807
85
$10.3M 0.23%
26,670
+428
86
$10.2M 0.23%
89,815
+26,954
87
$10.1M 0.22%
202,635
+108,838
88
$10.1M 0.22%
85,161
+6,404
89
$10.1M 0.22%
44,368
+35,034
90
$9.96M 0.22%
125,933
+1,613
91
$9.76M 0.21%
226,450
+5,510
92
$9.68M 0.21%
226,849
+31,961
93
$9.52M 0.21%
130,308
+738
94
$9.5M 0.21%
18,255
-1,348
95
$9.32M 0.21%
107,115
+36,761
96
$9.3M 0.2%
47,416
+941
97
$9.25M 0.2%
96,254
+49,543
98
$9.17M 0.2%
139,735
+5,810
99
$9.09M 0.2%
208,665
+8,005
100
$9.05M 0.2%
31,749
+1,972
2 3
4
5 6