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
201
$1.74M 0.11%
27,992
+13,447
202
$1.72M 0.11%
55,161
+1,332
203
$1.72M 0.11%
45,833
-1,132
204
$1.69M 0.11%
26,751
-2,534
205
$1.69M 0.11%
9,281
+19
206
$1.69M 0.11%
+12,754
207
$1.69M 0.11%
10,026
-1,021
208
$1.69M 0.11%
9,656
+104
209
$1.69M 0.11%
78,602
+6,664
210
$1.68M 0.11%
+21,856
211
$1.68M 0.11%
86,237
+2,820
212
$1.68M 0.11%
15,259
+1,482
213
$1.68M 0.11%
+23,174
214
$1.67M 0.11%
11,809
+1,098
215
$1.66M 0.11%
23,573
-616
216
$1.66M 0.11%
29,952
+8,448
217
$1.66M 0.11%
40,008
-809
218
$1.65M 0.11%
24,694
+16,030
219
$1.65M 0.11%
32,898
-3,169
220
$1.65M 0.11%
9,872
+423
221
$1.63M 0.11%
26,752
-309
222
$1.62M 0.11%
24,592
-3,418
223
$1.62M 0.11%
83,080
+3,226
224
$1.6M 0.11%
47,800
+1,990
225
$1.57M 0.1%
37,227
+3,705
7 8
9
10 11