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
476
$255K 0.02%
3,376
-52
477
$253K 0.02%
4,757
+767
478
$253K 0.02%
1,948
-45
479
$252K 0.02%
64,405
-51,370
480
$252K 0.02%
12,573
-166
481
$250K 0.02%
28,245
-5,052
482
$250K 0.02%
1,370
-19
483
$249K 0.02%
571
-51
484
$249K 0.02%
497
-246
485
$246K 0.02%
1,989
-105
486
$240K 0.02%
7,168
-235
487
$239K 0.02%
15,417
-185
488
$238K 0.02%
18,286
-8,820
489
$238K 0.02%
8,267
-1,489
490
$237K 0.02%
4,766
-18
491
$236K 0.02%
2,749
+170
492
$235K 0.02%
10,512
-150
493
$234K 0.02%
2,527
-80
494
$233K 0.02%
4,287
-17
495
$232K 0.02%
4,057
-683
496
$231K 0.02%
+12,992
497
$228K 0.02%
6,229
-26
498
$227K 0.02%
+872
499
$225K 0.02%
5,700
-3,876
500
$225K 0.02%
1,288
18 19
20
21 22