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
51
$4.9M 0.39%
152,110
-22,283
52
$4.84M 0.38%
28,223
+4,727
53
$4.77M 0.38%
22,980
-1,723
54
$4.69M 0.37%
118,520
-1,300
55
$4.68M 0.37%
18,969
+979
56
$4.6M 0.36%
136,066
-19,487
57
$4.59M 0.36%
261,060
+246,504
58
$4.57M 0.36%
78,078
-1,696
59
$4.45M 0.35%
20,715
+310
60
$4.38M 0.35%
22,319
-2,746
61
$4.34M 0.34%
43,733
-3,333
62
$4.29M 0.34%
19,960
+211
63
$4.22M 0.33%
34,639
-1,801
64
$4.11M 0.33%
13,126
-2,651
65
$4.07M 0.32%
536
66
$4.05M 0.32%
23,415
-540
67
$3.98M 0.32%
51,012
+3,058
68
$3.87M 0.31%
19,974
-4,033
69
$3.82M 0.3%
4,219
-189
70
$3.78M 0.3%
10,970
-567
71
$3.77M 0.3%
23,490
-230
72
$3.76M 0.3%
18,551
-1,993
73
$3.7M 0.29%
8,179
-220
74
$3.57M 0.28%
28,903
-664
75
$3.39M 0.27%
39,613
-2,460
1 2
3
4 5