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
26
$6.54M 0.52%
167,013
-17,117
27
$6.49M 0.51%
70,183
+22,131
28
$6.49M 0.51%
102,237
-16,192
29
$6.26M 0.5%
54,367
+395
30
$6.22M 0.49%
105,308
-3,730
31
$6.17M 0.49%
47,133
-13,243
32
$6.15M 0.49%
20,277
+5,013
33
$6.15M 0.49%
+20,511
34
$6.08M 0.48%
42,573
-20,045
35
$6.07M 0.48%
127,838
-18,751
36
$6.05M 0.48%
133,772
-3,797
37
$5.82M 0.46%
59,407
-9,622
38
$5.78M 0.46%
33,267
+15,063
39
$5.65M 0.45%
18,007
+4,776
40
$5.57M 0.44%
66,060
-10,487
41
$5.54M 0.44%
161,244
-24,323
42
$5.31M 0.42%
11,076
-424
43
$5.2M 0.41%
91,068
-14,366
44
$5.18M 0.41%
13,602
-2,052
45
$5.15M 0.41%
28,213
+403
46
$5.11M 0.4%
38,643
-4,994
47
$5.05M 0.4%
107,673
-2,805
48
$5.02M 0.4%
47,068
+668
49
$4.98M 0.39%
34,176
+46
50
$4.91M 0.39%
46,065
-7,839
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