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
1076
$284K 0.01%
5,570
-100
1077
$283K 0.01%
4,464
-2,516
1078
$283K 0.01%
+37,746
1079
$283K 0.01%
5,496
-352
1080
$282K 0.01%
+6,370
1081
$282K 0.01%
6,304
-4,556
1082
$282K 0.01%
3,130
+37
1083
$277K 0.01%
9,068
+528
1084
$277K 0.01%
18,981
+3,834
1085
$277K 0.01%
622
+31
1086
$276K 0.01%
+2,873
1087
$274K 0.01%
10,095
-34,059
1088
$274K 0.01%
5,205
+205
1089
$273K 0.01%
+10,775
1090
$271K 0.01%
2,558
-8
1091
$270K 0.01%
4,792
-299
1092
$270K 0.01%
11,892
+2,105
1093
$269K 0.01%
+12,255
1094
$269K 0.01%
3,912
-1,440
1095
$268K 0.01%
3,598
-1,011
1096
$268K 0.01%
5,082
1097
$268K 0.01%
4,801
-3,726
1098
$268K 0.01%
12,000
1099
$267K 0.01%
+11,250
1100
$266K 0.01%
+1,177
42 43
44
45 46