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
526
$67K 0.01%
12,614
-1,381
527
$44.3K ﹤0.01%
12,472
-1,394
528
$29.8K ﹤0.01%
22,100
529
$28.9K ﹤0.01%
2,200
530
$18.4K ﹤0.01%
11,100
-131
531
$14.3K ﹤0.01%
55,556
532
– –
-5,432
533
– –
-3,615
534
– –
-5,653
535
– –
-7,960
536
– –
-10,417
537
– –
-26,667
538
– –
-5,102
539
– –
-1,258
540
– –
-9,026
541
– –
-3,311
542
– –
-1,426
543
– –
-11,409
544
– –
-8,090
545
– –
-9,113
546
– –
-4,111
547
– –
-204
548
– –
-14,755
549
– –
-4,899
550
– –
-2,804
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