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
1251
$154K ﹤0.01%
11,326
-1,847
1252
$153K ﹤0.01%
16,550
1253
$153K ﹤0.01%
19,584
+44
1254
$149K ﹤0.01%
+10,397
1255
$118K ﹤0.01%
11,706
1256
$105K ﹤0.01%
13,756
+38
1257
$103K ﹤0.01%
+10,036
1258
$98.2K ﹤0.01%
+12,069
1259
$97.5K ﹤0.01%
2,311
+20
1260
$92.5K ﹤0.01%
+13,676
1261
$92.2K ﹤0.01%
+13,065
1262
$86.1K ﹤0.01%
33,370
1263
$85.6K ﹤0.01%
+2,079
1264
$81.6K ﹤0.01%
+20,000
1265
$71.8K ﹤0.01%
+10,547
1266
$70.3K ﹤0.01%
+19,000
1267
$66.2K ﹤0.01%
27,700
+11,500
1268
$66K ﹤0.01%
10,450
-3,391
1269
$62.1K ﹤0.01%
16,050
1270
$50K ﹤0.01%
10,427
1271
$48.5K ﹤0.01%
+12,474
1272
$45.9K ﹤0.01%
10,101
-2,439
1273
$45.1K ﹤0.01%
16,531
1274
$44.8K ﹤0.01%
+20,257
1275
$23.7K ﹤0.01%
10,000
49 50
51
52 53