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
$878M
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$8.02M
3
+$8.01M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$7.32M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$7.04M

Top Sells

1
+$7.55M
2
+$7.39M
3
+$6.33M
4
T icon
AT&T
T
+$4.69M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$2.84M

Sector Composition

1 Technology 23.28%
2 Healthcare 10.48%
3 Financials 9.53%
4 Consumer Discretionary 6.92%
5 Industrials 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.49M 0.51%
66,202
+4,351
52
$4.41M 0.5%
33,969
-1,149
53
$4.37M 0.5%
14,546
+116
54
$4.31M 0.49%
24,695
-2,038
55
$4.29M 0.49%
125,374
+28,619
56
$4.27M 0.48%
56,828
-10,768
57
$4.15M 0.47%
157,188
-45,399
58
$3.93M 0.45%
+57,546
59
$3.91M 0.44%
24,193
-462
60
$3.88M 0.44%
57,406
+480
61
$3.87M 0.44%
85,607
-39,556
62
$3.86M 0.44%
+77,195
63
$3.77M 0.43%
50,484
+197
64
$3.67M 0.42%
11,628
-74
65
$3.59M 0.41%
62,811
-35,297
66
$3.56M 0.4%
32,079
-68,071
67
$3.46M 0.39%
6,329
-1,877
68
$3.44M 0.39%
20,280
69
$3.33M 0.38%
16,042
-1,604
70
$3.32M 0.38%
12,456
+179
71
$3.29M 0.37%
68,105
-4,000
72
$3.19M 0.36%
9,281
-114
73
$3.15M 0.36%
15,140
-45
74
$3.1M 0.35%
22,006
-614
75
$3.02M 0.34%
14,094
+93
1 2
3
4 5