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
351
$302K 0.03%
2,780
+314
352
$296K 0.03%
10,410
+103
353
$293K 0.03%
6,942
+1,593
354
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+3,474
355
$291K 0.03%
12,366
356
$288K 0.03%
11,325
-1,974
357
$288K 0.03%
4,186
+60
358
$288K 0.03%
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-10,782
359
$286K 0.03%
1,342
-45
360
$286K 0.03%
6,376
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361
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362
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-2,760
363
$284K 0.03%
4,331
-662
364
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+2,589
365
$282K 0.03%
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366
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13,142
-6,727
367
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368
$279K 0.03%
7,614
-13,266
369
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+1,303
370
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5,861
-921
371
$270K 0.03%
2,145
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372
$270K 0.03%
8,960
+122
373
$269K 0.03%
+14,090
374
$268K 0.03%
2,617
+43
375
$268K 0.03%
1,979
+111
13 14
15
16 17