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
501
$222K 0.02%
9,743
+2,368
502
$218K 0.02%
14,277
+29
503
$217K 0.02%
1,838
-466
504
$217K 0.02%
+3,466
505
$217K 0.02%
295
-53
506
$215K 0.02%
11,084
-107
507
$215K 0.02%
+2,949
508
$213K 0.02%
1,993
+44
509
$212K 0.02%
+1,791
510
$212K 0.02%
+3,965
511
$207K 0.02%
3,410
-14
512
$206K 0.02%
+4,029
513
$205K 0.02%
16,927
+3,068
514
$202K 0.02%
1,895
-90
515
$201K 0.02%
2,655
-32
516
$200K 0.02%
+649
517
$200K 0.02%
1,262
-1,233
518
$190K 0.02%
+22,826
519
$178K 0.01%
17,369
+5,104
520
$156K 0.01%
13,859
-68
521
$142K 0.01%
16,865
+21
522
$141K 0.01%
+13,429
523
$133K 0.01%
+16,619
524
$122K 0.01%
20,392
-121
525
$113K 0.01%
11,431
-17
19 20
21
22 23