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
1126
$253K 0.01%
1,040
-372
1127
$252K 0.01%
1,003
-176
1128
$251K 0.01%
4,622
1129
$250K 0.01%
3,775
-2
1130
$250K 0.01%
6,131
-1,111
1131
$249K 0.01%
1,325
+36
1132
$249K 0.01%
+4,572
1133
$248K 0.01%
7,870
+312
1134
$248K 0.01%
7,045
1135
$247K 0.01%
916
-132
1136
$247K 0.01%
6,130
-10,105
1137
$245K 0.01%
2,800
1138
$245K 0.01%
+7,789
1139
$245K 0.01%
4,312
+260
1140
$244K 0.01%
+8,166
1141
$243K 0.01%
12,527
-795
1142
$243K 0.01%
45,200
1143
$243K 0.01%
5,793
-296
1144
$243K 0.01%
3,171
-110
1145
$242K 0.01%
1,571
-281
1146
$242K 0.01%
36,425
+5,950
1147
$241K 0.01%
3,000
-114
1148
$241K 0.01%
+13,025
1149
$240K 0.01%
10,104
-9,705
1150
$239K 0.01%
4,172
+100
44 45
46
47 48