HA

HYA Advisors Portfolio holdings

AUM $255M
This Quarter Return
+5.68%
1 Year Return
-7.11%
3 Year Return
5 Year Return
10 Year Return
AUM
$156M
AUM Growth
Cap. Flow
+$156M
Cap. Flow %
100%
Top 10 Hldgs %
50.35%
Holding
110
New
110
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.18%
2 Financials 10.85%
3 Consumer Discretionary 7.13%
4 Energy 6.09%
5 Industrials 2.72%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
IVV icon
26
iShares Core S&P 500 ETF
IVV
$662B
$1.29M 0.83%
+4,001
New +$1.29M
IEMG icon
27
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
$1.2M 0.77%
+22,249
New +$1.2M
BRK.B icon
28
Berkshire Hathaway Class B
BRK.B
$1.09T
$1.02M 0.65%
+4,490
New +$1.02M
INTU icon
29
Intuit
INTU
$186B
$991K 0.64%
+3,784
New +$991K
IJK icon
30
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.07B
$949K 0.61%
+3,984
New +$949K
ACWI icon
31
iShares MSCI ACWI ETF
ACWI
$22B
$939K 0.6%
+11,850
New +$939K
CBSH icon
32
Commerce Bancshares
CBSH
$8.27B
$923K 0.59%
+13,579
New +$923K
T icon
33
AT&T
T
$209B
$837K 0.54%
+21,412
New +$837K
AMZN icon
34
Amazon
AMZN
$2.44T
$828K 0.53%
+448
New +$828K
IDV icon
35
iShares International Select Dividend ETF
IDV
$5.77B
$814K 0.52%
+24,244
New +$814K
VZ icon
36
Verizon
VZ
$186B
$795K 0.51%
+12,946
New +$795K
PSXP
37
DELISTED
PHILLIPS 66 PARTNERS LP
PSXP
$776K 0.5%
+12,588
New +$776K
ACWV icon
38
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.28B
$775K 0.5%
+8,087
New +$775K
IYH icon
39
iShares US Healthcare ETF
IYH
$2.75B
$724K 0.46%
+3,358
New +$724K
SCHM icon
40
Schwab US Mid-Cap ETF
SCHM
$12.1B
$701K 0.45%
+11,646
New +$701K
RSP icon
41
Invesco S&P 500 Equal Weight ETF
RSP
$74.2B
$699K 0.45%
+6,038
New +$699K
IJS icon
42
iShares S&P Small-Cap 600 Value ETF
IJS
$6.59B
$676K 0.43%
+4,205
New +$676K
MPLX icon
43
MPLX
MPLX
$51.8B
$676K 0.43%
+26,563
New +$676K
BP icon
44
BP
BP
$90.8B
$671K 0.43%
+17,783
New +$671K
QCRH icon
45
QCR Holdings
QCRH
$1.33B
$671K 0.43%
+15,305
New +$671K
IJT icon
46
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.27B
$650K 0.42%
+3,363
New +$650K
CAT icon
47
Caterpillar
CAT
$196B
$635K 0.41%
+4,300
New +$635K
EEM icon
48
iShares MSCI Emerging Markets ETF
EEM
$19B
$626K 0.4%
+13,946
New +$626K
VLO icon
49
Valero Energy
VLO
$47.2B
$626K 0.4%
+6,689
New +$626K
SPY icon
50
SPDR S&P 500 ETF Trust
SPY
$658B
$623K 0.4%
+1,935
New +$623K