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
976
$380K 0.01%
4,836
+1,310
977
$378K 0.01%
2,652
+233
978
$378K 0.01%
6,598
+1,594
979
$378K 0.01%
15,498
-400
980
$376K 0.01%
16,057
-6,024
981
$371K 0.01%
10,170
+1,880
982
$369K 0.01%
4,687
+205
983
$368K 0.01%
9,082
-56
984
$368K 0.01%
2,029
-273
985
$368K 0.01%
13,855
+4,090
986
$367K 0.01%
4,222
-36
987
$367K 0.01%
17,291
-2,281
988
$366K 0.01%
+10,671
989
$364K 0.01%
15,213
990
$363K 0.01%
+16,486
991
$362K 0.01%
12,991
-157
992
$361K 0.01%
1,138
993
$361K 0.01%
+10,621
994
$359K 0.01%
891
-45
995
$357K 0.01%
1,923
+416
996
$356K 0.01%
3,724
+180
997
$356K 0.01%
49,955
-49,378
998
$356K 0.01%
7,184
+30
999
$355K 0.01%
12,750
+1,160
1000
$355K 0.01%
5,629
-1,951
38 39
40
41 42