MA

Mutual Advisors Portfolio holdings

AUM $4.54B
1-Year Est. Return 15.69%
This Quarter Est. Return
1 Year Est. Return
+15.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.51B
AUM Growth
-$274M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
910
New
Increased
Reduced
Closed

Top Buys

1
+$9.9M
2
+$6.68M
3
+$4.41M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$3.71M
5
BUFF icon
Innovator Laddered Allocation Power Buffer ETF
BUFF
+$3.21M

Top Sells

1
+$10.1M
2
+$6.65M
3
+$5.38M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$4.83M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$4.45M

Sector Composition

1 Technology 12.01%
2 Financials 5.07%
3 Healthcare 4.71%
4 Consumer Discretionary 4.04%
5 Communication Services 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.3M 0.22%
44,026
-9,105
102
$3.29M 0.22%
42,281
+2,197
103
$3.28M 0.22%
80,316
+23,728
104
$3.28M 0.22%
222,573
+21,723
105
$3.28M 0.22%
156,654
+22,716
106
$3.24M 0.21%
13,328
-515
107
$3.24M 0.21%
6,765
-783
108
$3.17M 0.21%
130,259
+2,248
109
$3.17M 0.21%
9,786
-524
110
$3.16M 0.21%
75,554
-32
111
$3.09M 0.2%
49,131
+2,369
112
$3.07M 0.2%
40,772
-855
113
$3.03M 0.2%
12,280
+1,065
114
$2.98M 0.2%
16,660
-423
115
$2.97M 0.2%
95,257
+1,113
116
$2.95M 0.2%
24,851
+514
117
$2.91M 0.19%
40,180
+4,082
118
$2.91M 0.19%
88,382
-20,211
119
$2.9M 0.19%
41,235
-2,887
120
$2.87M 0.19%
40,217
-253
121
$2.86M 0.19%
7
122
$2.86M 0.19%
57,739
-1,255
123
$2.86M 0.19%
57,208
+18,315
124
$2.85M 0.19%
20,163
+1,706
125
$2.84M 0.19%
38,553
-8,092
3 4
5
6 7