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
301
$403K 0.05%
10,042
-1,266
302
$399K 0.05%
9,144
+166
303
$398K 0.05%
2,268
-38
304
$398K 0.05%
6,139
-4,360
305
$398K 0.05%
1,419
+12
306
$396K 0.05%
7,421
+880
307
$393K 0.04%
15,342
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308
$393K 0.04%
11,713
-21,806
309
$392K 0.04%
6,846
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310
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311
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3,034
-165
312
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+877
313
$388K 0.04%
5,525
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314
$388K 0.04%
3,727
-15,320
315
$387K 0.04%
24,020
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316
$387K 0.04%
5,189
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317
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4,572
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318
$386K 0.04%
12,575
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319
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320
$374K 0.04%
+1,350
321
$374K 0.04%
8,009
-12,848
322
$366K 0.04%
6,550
-2,890
323
$360K 0.04%
5,114
+649
324
$357K 0.04%
6,585
+1,382
325
$353K 0.04%
2,517
-30
11 12
13
14 15