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
451
$280K 0.02%
5,341
-2,041
452
$280K 0.02%
2,665
-21
453
$279K 0.02%
2,620
-420
454
$274K 0.02%
1,612
-9
455
$273K 0.02%
896
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456
$271K 0.02%
2,264
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457
$270K 0.02%
11,272
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$270K 0.02%
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459
$269K 0.02%
1,364
460
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+14,497
461
$268K 0.02%
+12,645
462
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463
$267K 0.02%
6,316
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464
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465
$264K 0.02%
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-9,812
466
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3,195
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468
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6,276
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470
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471
$259K 0.02%
1,145
-2
472
$258K 0.02%
706
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$258K 0.02%
2,449
-17
474
$257K 0.02%
+14,790
475
$255K 0.02%
2,893
+5
17 18
19
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