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
276
$510K 0.06%
14,071
+519
277
$500K 0.06%
6,701
-3,031
278
$497K 0.06%
636
-159
279
$492K 0.06%
4,689
+164
280
$488K 0.06%
12,375
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281
$483K 0.05%
2,015
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282
$479K 0.05%
+8,893
283
$477K 0.05%
8,358
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284
$477K 0.05%
17,172
-198
285
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2,637
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286
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2,797
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287
$463K 0.05%
6,455
-1,342
288
$460K 0.05%
6,872
-113
289
$456K 0.05%
5,005
-1,705
290
$455K 0.05%
2,902
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291
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1,529
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292
$448K 0.05%
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293
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1,582
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294
$445K 0.05%
5,274
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295
$437K 0.05%
7,127
+166
296
$435K 0.05%
+16,886
297
$435K 0.05%
+6,852
298
$420K 0.05%
6,825
+13
299
$415K 0.05%
13,613
+1,443
300
$412K 0.05%
9,568
+275
10 11
12
13 14