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
376
$268K 0.03%
+21,960
377
$265K 0.03%
1,957
-3,880
378
$265K 0.03%
17,097
-4,123
379
$264K 0.03%
1,230
-4,189
380
$260K 0.03%
2,443
+33
381
$259K 0.03%
1,910
+146
382
$258K 0.03%
11,338
+1,677
383
$257K 0.03%
4,451
-1,995
384
$253K 0.03%
+7,442
385
$252K 0.03%
5,679
-99
386
$251K 0.03%
+2,283
387
$251K 0.03%
+4,587
388
$249K 0.03%
2,182
-598
389
$248K 0.03%
23,439
+1,019
390
$248K 0.03%
3,369
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391
$245K 0.03%
5,576
-1,788
392
$244K 0.03%
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-122
393
$243K 0.03%
3,891
-2,762
394
$243K 0.03%
10,521
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395
$242K 0.03%
+11,475
396
$242K 0.03%
531
-36
397
$241K 0.03%
3,476
-40
398
$241K 0.03%
+3,524
399
$241K 0.03%
+4,550
400
$239K 0.03%
1,839
-647
14 15
16
17 18