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
$4.66B
AUM Growth
-$2.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,395
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$15M
3
+$8.35M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$8.02M
5
HFSI
Hartford Strategic Income ETF
HFSI
+$7.9M

Top Sells

1
+$18.6M
2
+$8.68M
3
+$8.56M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$8.14M
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$8.03M

Sector Composition

1 Technology 10.46%
2 Financials 5.82%
3 Healthcare 3.3%
4 Communication Services 3.16%
5 Industrials 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JUST icon
1176
Goldman Sachs JUST US Large Cap Equity ETF
JUST
$563M
$259K 0.01%
2,796
-400
CTAS icon
1177
Cintas
CTAS
$72B
$258K 0.01%
1,523
-6,813
FNY icon
1178
First Trust Mid Cap Growth AlphaDEX Fund
FNY
$569M
$256K 0.01%
2,833
-4,087
DJAN icon
1179
FT Vest US Equity Deep Buffer ETF January
DJAN
$478M
$256K 0.01%
6,017
STT icon
1180
State Street
STT
$45B
$256K 0.01%
2,022
+6
FNDX icon
1181
Schwab Fundamental US Large Company Index ETF
FNDX
$25.7B
$256K 0.01%
9,188
+1,481
ALB.PRA icon
1182
Albemarle Corp Depositary Shares
ALB.PRA
$3.05B
$255K 0.01%
3,551
ORI icon
1183
Old Republic International
ORI
$9.06B
$255K 0.01%
6,383
+230
NDEC
1184
Innovator Growth-100 Power Buffer ETF - December
NDEC
$82.5M
$254K 0.01%
9,439
PNOV icon
1185
Innovator US Equity Power Buffer ETF November
PNOV
$926M
$254K 0.01%
6,206
-2,057
TJUL icon
1186
Innovator Equity Defined Protection ETF - 2 Yr to July 2027
TJUL
$136M
$253K 0.01%
8,629
IBDY icon
1187
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
$1.13B
$251K 0.01%
9,708
+20
FXY icon
1188
Invesco CurrencyShares Japanese Yen Trust
FXY
$436M
$251K 0.01%
+4,335
MYMG
1189
State Street My2027 Municipal Bond ETF
MYMG
$9.88M
$250K 0.01%
10,100
-984
HAL icon
1190
Halliburton
HAL
$34.4B
$250K 0.01%
6,403
-4,818
VNLA icon
1191
Janus Henderson Short Duration Income ETF
VNLA
$3.28B
$249K 0.01%
5,090
+61
RIVN icon
1192
Rivian
RIVN
$24.3B
$249K 0.01%
16,514
-125
ENSG icon
1193
The Ensign Group
ENSG
$9.6B
$248K 0.01%
1,233
-210
BUXX icon
1194
Strive Enhanced Income Short Maturity ETF
BUXX
$461M
$248K 0.01%
12,240
-20,676
FLXR
1195
TCW Flexible Income ETF
FLXR
$3.18B
$246K 0.01%
+6,275
ARES icon
1196
Ares Management
ARES
$29.4B
$246K 0.01%
2,255
-3,203
USMF icon
1197
WisdomTree US Multifactor Fund
USMF
$359M
$245K 0.01%
4,961
-416
EW icon
1198
Edwards Lifesciences
EW
$50.4B
$245K 0.01%
3,058
-5
EPS icon
1199
WisdomTree US LargeCap Fund
EPS
$1.57B
$243K 0.01%
3,572
EBAY icon
1200
eBay
EBAY
$48.5B
$243K 0.01%
2,669
-284
46 47
48
49 50