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
351
$480K 0.04%
3,510
-74
352
$477K 0.04%
11,319
-800
353
$474K 0.04%
15,290
+2,546
354
$472K 0.04%
4,276
355
$463K 0.04%
5,966
-1,417
356
$462K 0.04%
15,678
+5,852
357
$461K 0.04%
1,776
+182
358
$460K 0.04%
4,743
-116
359
$459K 0.04%
7,258
+746
360
$456K 0.04%
1,219
-472
361
$455K 0.04%
1,802
+3
362
$454K 0.04%
1,836
363
$448K 0.04%
2,148
-28
364
$444K 0.04%
25,800
365
$442K 0.04%
+3,048
366
$441K 0.03%
22,012
-11
367
$439K 0.03%
3,174
-3
368
$437K 0.03%
6,216
+37
369
$436K 0.03%
4,863
+101
370
$426K 0.03%
2,483
+2
371
$425K 0.03%
23,350
-4,404
372
$421K 0.03%
1,581
+30
373
$421K 0.03%
+4,339
374
$421K 0.03%
2,168
-24
375
$419K 0.03%
774
-784
13 14
15
16 17