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
176
$2.05M 0.14%
18,036
-2,814
177
$2.04M 0.14%
25,674
+5,566
178
$2.03M 0.13%
87,192
-10,964
179
$2.02M 0.13%
149,772
+1,947
180
$1.97M 0.13%
14,388
+728
181
$1.96M 0.13%
8,723
-167
182
$1.94M 0.13%
21,307
-516
183
$1.92M 0.13%
22,004
-2,010
184
$1.92M 0.13%
20,012
+670
185
$1.88M 0.12%
18,198
-3,150
186
$1.87M 0.12%
7,954
-762
187
$1.87M 0.12%
10,086
-223
188
$1.86M 0.12%
8,968
+2,434
189
$1.85M 0.12%
46,259
+32,912
190
$1.84M 0.12%
36,471
+3,806
191
$1.79M 0.12%
13,241
+416
192
$1.79M 0.12%
3,739
+200
193
$1.79M 0.12%
35,821
+13,594
194
$1.77M 0.12%
+70,934
195
$1.76M 0.12%
159,147
+3,265
196
$1.75M 0.12%
22,573
-1,335
197
$1.75M 0.12%
5,894
+2,549
198
$1.75M 0.12%
15,226
+1,008
199
$1.75M 0.12%
53,970
200
$1.74M 0.12%
+18,467
6 7
8
9 10