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
1151
$238K 0.01%
1,300
-46
1152
$238K 0.01%
+3,488
1153
$237K 0.01%
7,551
-157
1154
$237K 0.01%
+1,547
1155
$236K 0.01%
+7,571
1156
$236K 0.01%
+1,419
1157
$236K 0.01%
13,482
-51
1158
$235K 0.01%
2,052
-112
1159
$235K 0.01%
+4,503
1160
$234K 0.01%
+5,443
1161
$233K 0.01%
15,425
-217
1162
$232K 0.01%
+3,181
1163
$232K 0.01%
20,089
-8,659
1164
$231K 0.01%
+7,634
1165
$230K 0.01%
17,538
+775
1166
$229K 0.01%
3,025
-970
1167
$229K 0.01%
2,809
1168
$229K 0.01%
6,563
1169
$228K 0.01%
3,385
+66
1170
$227K 0.01%
+3,588
1171
$226K 0.01%
7,373
1172
$226K 0.01%
+12,298
1173
$225K 0.01%
+4,821
1174
$225K 0.01%
5,858
+218
1175
$224K ﹤0.01%
+958
45 46
47
48 49