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
151
$2.49M 0.16%
462,040
+46,960
152
$2.42M 0.16%
58,028
-15,596
153
$2.38M 0.16%
13,579
-1,259
154
$2.34M 0.16%
13,823
+4,401
155
$2.33M 0.15%
33,395
+4,496
156
$2.33M 0.15%
48,153
-6,706
157
$2.31M 0.15%
43,552
158
$2.28M 0.15%
24,652
-23
159
$2.28M 0.15%
47,335
+1,455
160
$2.27M 0.15%
83,675
-29,596
161
$2.26M 0.15%
70,459
+2,153
162
$2.26M 0.15%
58,046
+3,804
163
$2.25M 0.15%
118,322
-22,743
164
$2.25M 0.15%
28,112
-5,620
165
$2.24M 0.15%
55,287
+1,317
166
$2.23M 0.15%
45,421
-1,780
167
$2.19M 0.15%
45,731
-71
168
$2.18M 0.14%
12,965
+123
169
$2.17M 0.14%
26,331
+356
170
$2.16M 0.14%
24,028
+2,156
171
$2.14M 0.14%
26,588
-872
172
$2.12M 0.14%
47,298
+2,276
173
$2.1M 0.14%
19,563
+1,160
174
$2.08M 0.14%
41,063
-17,508
175
$2.06M 0.14%
164,773
+9,204
5 6
7
8 9