MYIA

Mount Yale Investment Advisors Portfolio holdings

AUM $1.28B
1-Year Est. Return 17.56%
This Quarter Est. Return
1 Year Est. Return
+17.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$878M
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$8.02M
3
+$8.01M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$7.32M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$7.04M

Top Sells

1
+$7.55M
2
+$7.39M
3
+$6.33M
4
T icon
AT&T
T
+$4.69M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$2.84M

Sector Composition

1 Technology 23.28%
2 Healthcare 10.48%
3 Financials 9.53%
4 Consumer Discretionary 6.92%
5 Industrials 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$783K 0.09%
15,359
-61
227
$782K 0.09%
1,956
-1,120
228
$777K 0.09%
21,800
+2,385
229
$777K 0.09%
6,508
-1,475
230
$777K 0.09%
9,376
-78
231
$774K 0.09%
3,719
-10
232
$769K 0.09%
10,103
-965
233
$767K 0.09%
6,833
+131
234
$764K 0.09%
9,342
-77,399
235
$761K 0.09%
2,151
+48
236
$758K 0.09%
13,194
+214
237
$757K 0.09%
9,156
+256
238
$755K 0.09%
+3,161
239
$738K 0.08%
7,431
-3,216
240
$736K 0.08%
7,129
-139
241
$730K 0.08%
5,789
-2,656
242
$719K 0.08%
2,193
-4,904
243
$717K 0.08%
89,448
+2,134
244
$712K 0.08%
10,380
+45
245
$711K 0.08%
8,633
-1,010
246
$708K 0.08%
+4,783
247
$699K 0.08%
3,206
+62
248
$673K 0.08%
10,840
+1,552
249
$664K 0.08%
12,423
+267
250
$657K 0.07%
9,083
8 9
10
11 12