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
$958M
AUM Growth
+$89.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1
+$5.96M
2
+$5.29M
3
+$4.92M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.42M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$3.36M

Top Sells

1
+$8.44M
2
+$7.1M
3
+$6.85M
4
MELI icon
Mercado Libre
MELI
+$5.06M
5
HDB icon
HDFC Bank
HDB
+$3.03M

Sector Composition

1 Technology 32.32%
2 Healthcare 10.33%
3 Financials 9.23%
4 Communication Services 7.39%
5 Consumer Discretionary 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.11M 0.43%
18,945
-1,710
52
$4.06M 0.42%
23,725
+1,120
53
$4.04M 0.42%
39,387
-2,919
54
$4M 0.42%
29,030
-260
55
$3.97M 0.41%
12,809
-142
56
$3.9M 0.41%
54,223
-1,220
57
$3.84M 0.4%
14,827
-220
58
$3.83M 0.4%
98,044
+4,877
59
$3.82M 0.4%
75,745
-645
60
$3.8M 0.39%
24,250
+21,469
61
$3.76M 0.39%
12,508
-132
62
$3.73M 0.39%
9,785
-2,645
63
$3.59M 0.37%
63,465
-6,190
64
$3.56M 0.37%
9,086
-59
65
$3.54M 0.37%
5,295
-49
66
$3.5M 0.36%
22,265
-314
67
$3.45M 0.36%
39,575
-304
68
$3.44M 0.36%
605,673
+527,673
69
$3.29M 0.34%
14,069
-10
70
$3.28M 0.34%
19,182
+334
71
$3.27M 0.34%
57,589
72
$3.25M 0.34%
23,126
-487
73
$3.18M 0.33%
5,345
-35
74
$3.17M 0.33%
536
75
$3.16M 0.33%
5,570
-1,058
1 2
3
4 5