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
101
$9.03M 0.2%
+299,312
102
$9.03M 0.2%
76,344
-424
103
$9.02M 0.2%
35,096
+945
104
$8.9M 0.2%
169,384
+15,014
105
$8.71M 0.19%
151,595
-36,057
106
$8.6M 0.19%
60,779
-1,335
107
$8.55M 0.19%
245,716
+136,170
108
$8.46M 0.19%
188,122
-52,746
109
$8.45M 0.19%
212,062
+18,586
110
$8.31M 0.18%
87,333
+1,251
111
$8.25M 0.18%
79,644
-164,217
112
$8.07M 0.18%
138,922
+16,587
113
$8.05M 0.18%
244,552
-14,196
114
$7.89M 0.17%
43,950
+11,515
115
$7.84M 0.17%
69,681
+1,771
116
$7.7M 0.17%
33,747
-1,066
117
$7.67M 0.17%
67,834
-2,535
118
$7.65M 0.17%
50,252
-356
119
$7.6M 0.17%
72,311
+760
120
$7.57M 0.17%
76,229
+4,544
121
$7.54M 0.17%
162,432
+6,826
122
$7.53M 0.17%
335,264
+35,830
123
$7.51M 0.17%
29,874
+1,994
124
$7.49M 0.17%
160,377
+4,913
125
$7.39M 0.16%
114,428
+2,232
3 4
5
6 7