We are live on ! Find out more
MYIA

Mount Yale Investment Advisors Portfolio holdings

AUM $4.21B
1-Year Est. Return 21.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.44B
AUM Growth
+$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,683
New
Increased
Reduced
Closed

Top Buys

1
+$51.9M
2
+$22.5M
3
+$22.2M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$22M
5
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$18M

Top Sells

1
+$131M
2
+$42.7M
3
+$38.9M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$34.2M
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$30.9M

Sector Composition

1 Technology 14.52%
2 Financials 9.61%
3 Healthcare 4.93%
4 Consumer Discretionary 4.64%
5 Industrials 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
– –
-363
877
– –
-4,618
878
– –
-1,110
879
– –
-2,462
880
– –
-500
881
– –
-158
882
– –
-54
883
– –
-22
884
– –
-2,873
885
– –
-228
886
– –
-4
887
– –
-1,035
888
– –
-109
889
– –
-2,240
890
– –
-533
891
– –
-16,044
892
– –
-881
893
– –
-431
894
– –
-553
895
– –
-22,100
896
– –
-1,130
897
– –
-13,071
898
– –
-62
899
– –
-278
900
– –
-2,689
34 35
36
37 38