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
176
$5.29M 0.12%
208,121
+51,291
177
$5.2M 0.11%
37,633
+718
178
$5.2M 0.11%
17,871
+8,793
179
$5.17M 0.11%
71,652
-2,745
180
$5.15M 0.11%
99,548
-2,908
181
$5.14M 0.11%
46,479
-200
182
$5.06M 0.11%
25,303
-10,884
183
$5.01M 0.11%
53,125
-8,933
184
$4.9M 0.11%
72,762
+10,042
185
$4.89M 0.11%
91,590
-6,996
186
$4.87M 0.11%
22,385
+10,096
187
$4.82M 0.11%
25,284
+701
188
$4.81M 0.11%
117,770
-22,968
189
$4.77M 0.11%
93,686
+2,409
190
$4.77M 0.11%
108,882
+19,890
191
$4.75M 0.1%
31,364
-42,707
192
$4.72M 0.1%
27,045
-48
193
$4.69M 0.1%
67,069
+5,260
194
$4.6M 0.1%
+179,288
195
$4.59M 0.1%
14,961
+777
196
$4.59M 0.1%
38,624
+22,412
197
$4.59M 0.1%
192,965
+989
198
$4.57M 0.1%
53,965
+9,353
199
$4.53M 0.1%
22,103
-772
200
$4.52M 0.1%
158,587
-2,384
6 7
8
9 10