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
126
$2.83M 0.19%
28,706
+1,265
127
$2.82M 0.19%
75,181
+44,847
128
$2.82M 0.19%
36,848
+4,509
129
$2.8M 0.19%
31,438
+15,445
130
$2.79M 0.18%
53,318
+47,170
131
$2.79M 0.18%
36,267
-836
132
$2.76M 0.18%
164,217
+6,346
133
$2.75M 0.18%
108,246
+15,863
134
$2.74M 0.18%
57,221
-2,505
135
$2.7M 0.18%
39,555
+1,093
136
$2.69M 0.18%
65,761
+725
137
$2.66M 0.18%
45,251
-2,669
138
$2.65M 0.18%
23,222
+2,127
139
$2.63M 0.17%
60,518
+1,795
140
$2.62M 0.17%
44,141
+441
141
$2.62M 0.17%
47,469
-2,989
142
$2.62M 0.17%
149,590
+14,490
143
$2.6M 0.17%
23,955
+30
144
$2.59M 0.17%
154,451
+10,461
145
$2.58M 0.17%
66,563
-5,138
146
$2.57M 0.17%
21,853
-1,920
147
$2.57M 0.17%
24,136
-5,154
148
$2.56M 0.17%
9,397
-19
149
$2.55M 0.17%
49,907
-6,728
150
$2.5M 0.17%
92,071
+9,023
4 5
6
7 8