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
$559M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$7.6M
2
+$6.95M
3
+$1.62M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$1.56M
5
VIAB
Viacom Inc. Class B
VIAB
+$1.53M

Top Sells

1
+$20.6M
2
+$8.7M
3
+$6.51M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.65M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.72M

Sector Composition

1 Technology 24.17%
2 Healthcare 14.12%
3 Financials 11.64%
4 Communication Services 9.73%
5 Consumer Discretionary 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.69M 0.48%
11,015
+1,667
52
$2.59M 0.46%
21,937
-967
53
$2.58M 0.46%
47,663
-261
54
$2.54M 0.45%
31,337
+3,901
55
$2.53M 0.45%
43,093
+699
56
$2.48M 0.44%
28,677
+1,308
57
$2.46M 0.44%
11,158
+47
58
$2.44M 0.44%
147,625
59
$2.39M 0.43%
8,084
-479
60
$2.39M 0.43%
78,090
-4,430
61
$2.32M 0.42%
58,370
+995
62
$2.29M 0.41%
30,798
+506
63
$2.28M 0.41%
27,011
+475
64
$2.25M 0.4%
17,417
+539
65
$2.11M 0.38%
22,634
-359
66
$2.08M 0.37%
69,732
+225
67
$2.07M 0.37%
2,909
-937
68
$2.03M 0.36%
13,945
-759
69
$2.02M 0.36%
21,214
+112
70
$2M 0.36%
34,908
-246
71
$1.98M 0.35%
10,600
+1,570
72
$1.96M 0.35%
16,609
+2,307
73
$1.96M 0.35%
54,090
+29,264
74
$1.95M 0.35%
76,956
-4,012
75
$1.89M 0.34%
9,691
+7
1 2
3
4 5