Mutual Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
+$29.4M |
| 2 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$22.9M |
| 3 |
Innovator Growth-100 Power Buffer ETF January
NJAN
|
+$18.3M |
| 4 |
Innovator US Equity Power Buffer ETF January
PJAN
|
+$18M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$16.6M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
+$16.9M |
| 2 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
+$15.6M |
| 3 |
iShares Floating Rate Bond ETF
FLOT
|
+$11.6M |
| 4 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$10.9M |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$6.19M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 11.9% |
| 2 | Financials | 6.15% |
| 3 | Communication Services | 3.22% |
| 4 | Healthcare | 3.14% |
| 5 | Consumer Discretionary | 3.1% |
Similar funds
Mutual Advisors's Q3 2025 Portfolio in Review
As of Q3 2025, Mutual Advisors held 1,349 positions worth $4.54B, up 13% from $4B the previous quarter. Its ten largest holdings account for 28% of the portfolio.
Mutual Advisors deployed $334M of net new capital in Q3 2025, opening 178 new positions and adding to 587 existing holdings. Its largest new stake was Innovator Growth-100 Power Buffer ETF January: 351,795 shares worth $18.8M.
By sector, the portfolio is most concentrated in Technology at 12% of assets, up from 11% a quarter earlier, followed by Financials and Communication Services.
On the sell side, the largest reduction was iShares 0-5 Year TIPS Bond ETF, an estimated $16.9M trimmed.
- Mutual Advisors's largest Q3 2025 buy was Innovator Growth-100 Power Buffer ETF January: 351,795 shares worth $18.8M.
- Mutual Advisors added most to iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2025, an estimated $29.4M increase.
- Mutual Advisors's biggest Q3 2025 reduction was iShares 0-5 Year TIPS Bond ETF, cutting an estimated $16.9M.
- Mutual Advisors fully exited MarketDesk Focused US Dividend ETF in Q3 2025, selling an estimated $4.14M.
- Mutual Advisors's ten largest holdings make up 28% of its $4.54B portfolio in Q3 2025.
- Mutual Advisors opened 178 new positions and closed 72 in Q3 2025.
- Mutual Advisors's portfolio value rose 13% quarter-over-quarter to $4.54B.
Based on Mutual Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.