MYIA

Mount Yale Investment Advisors Portfolio holdings

AUM $2.08B
1-Year Est. Return 17.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.3B
AUM Growth
+$251M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
571
New
Increased
Reduced
Closed

Top Buys

1
+$65.2M
2
+$39.1M
3
+$28.3M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$26.6M
5
AAPL icon
Apple
AAPL
+$10.9M

Top Sells

1
+$16.5M
2
+$7.29M
3
+$5.83M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$5.51M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$4.69M

Sector Composition

1 Technology 25.07%
2 Financials 9.18%
3 Healthcare 7.43%
4 Communication Services 6.15%
5 Consumer Discretionary 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$491K 0.04%
6,179
-256
352
$490K 0.04%
7,196
+307
353
$486K 0.04%
3,823
+655
354
$482K 0.04%
34,558
+17,490
355
$481K 0.04%
+6,152
356
$479K 0.04%
+7,515
357
$479K 0.04%
18,722
+9,066
358
$479K 0.04%
1,551
-247
359
$478K 0.04%
1,836
-85
360
$477K 0.04%
5,248
-43
361
$476K 0.04%
4,859
-4,237
362
$476K 0.04%
+10,473
363
$473K 0.04%
21,465
-12,705
364
$473K 0.04%
4,276
-11,707
365
$473K 0.04%
8,736
+992
366
$472K 0.04%
7,073
-9
367
$468K 0.04%
5,727
+17
368
$464K 0.04%
+5,353
369
$463K 0.04%
22,023
-106
370
$462K 0.04%
+2,445
371
$461K 0.04%
+1,746
372
$461K 0.04%
7,114
-157
373
$461K 0.04%
+4,762
374
$459K 0.04%
1,836
+840
375
$456K 0.04%
+6,512
13 14
15
16 17