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
426
$309K 0.02%
2,945
-18
427
$308K 0.02%
23,161
+2,685
428
$307K 0.02%
4,022
-42
429
$307K 0.02%
14,024
-4,404
430
$305K 0.02%
+1,567
431
$303K 0.02%
11,570
-58
432
$301K 0.02%
7,557
+1,297
433
$299K 0.02%
1,416
+37
434
$299K 0.02%
1,347
-98
435
$299K 0.02%
+3,650
436
$294K 0.02%
13,047
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437
$293K 0.02%
+9,300
438
$291K 0.02%
80,001
439
$290K 0.02%
1,689
-400
440
$290K 0.02%
2,579
441
$289K 0.02%
1,245
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442
$287K 0.02%
7,455
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443
$287K 0.02%
4,304
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444
$286K 0.02%
7,937
-84
445
$286K 0.02%
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446
$284K 0.02%
835
-18
447
$283K 0.02%
10,209
-20
448
$281K 0.02%
2,059
-70
449
$281K 0.02%
13,250
-5,472
450
$281K 0.02%
+3,605
16 17
18
19 20