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
$1.26B
AUM Growth
-$41.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
571
New
Increased
Reduced
Closed

Top Buys

1
+$6.15M
2
+$4.33M
3
+$2.62M
4
UNH icon
UnitedHealth
UNH
+$2.15M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.05M

Top Sells

1
+$29.7M
2
+$8.27M
3
+$7.76M
4
RTX icon
RTX Corp
RTX
+$6.94M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.44M

Sector Composition

1 Technology 26.42%
2 Financials 8.96%
3 Healthcare 6.81%
4 Communication Services 6.51%
5 Consumer Discretionary 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$917K 0.07%
25,792
-15,325
227
$910K 0.07%
+14,180
228
$908K 0.07%
2,340
-350
229
$907K 0.07%
13,308
-2,221
230
$904K 0.07%
6,195
-1,768
231
$903K 0.07%
5,115
-675
232
$903K 0.07%
9,836
+491
233
$890K 0.07%
2,306
+161
234
$884K 0.07%
3,470
+395
235
$876K 0.07%
5,311
-3,703
236
$870K 0.07%
4,622
-235
237
$869K 0.07%
680
-20
238
$867K 0.07%
5,000
+51
239
$862K 0.07%
4,721
-1,088
240
$855K 0.07%
8,367
-1,737
241
$838K 0.07%
4,788
-128
242
$833K 0.07%
5,589
+936
243
$829K 0.07%
2,856
-403
244
$813K 0.06%
11,634
-325
245
$810K 0.06%
5,923
+204
246
$809K 0.06%
18,367
-6,983
247
$804K 0.06%
1,696
-86
248
$797K 0.06%
+8,233
249
$794K 0.06%
9,177
-130
250
$790K 0.06%
8,092
-374
8 9
10
11 12