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
401
$353K 0.03%
1,458
+11
402
$351K 0.03%
4,280
+280
403
$350K 0.03%
2,645
-917
404
$347K 0.03%
9,337
-131
405
$346K 0.03%
4,013
-20
406
$344K 0.03%
4,468
407
$339K 0.03%
2,386
-328
408
$339K 0.03%
3,109
-48
409
$338K 0.03%
5,018
-2,178
410
$337K 0.03%
2,550
+6
411
$336K 0.03%
8,780
+372
412
$335K 0.03%
4,593
+24
413
$335K 0.03%
7,663
-98
414
$332K 0.03%
+6,750
415
$331K 0.03%
+7,470
416
$327K 0.03%
2,053
+615
417
$325K 0.03%
2,350
+1,254
418
$325K 0.03%
4,779
-1,164
419
$324K 0.03%
14,269
+339
420
$322K 0.03%
1,583
421
$320K 0.03%
+2,058
422
$320K 0.03%
3,728
-90
423
$319K 0.03%
6,657
-74
424
$318K 0.03%
5,506
-2,011
425
$317K 0.03%
1,745
-700
15 16
17
18 19