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
901
– –
-21
902
– –
-1,225
903
– –
-500
904
– –
-3,830
905
– –
-82
906
– –
-5,279
907
– –
-163
908
– –
-973
909
– –
-185
910
– –
-1,758
911
– –
-177
912
– –
-1
913
– –
-639
914
– –
-13
915
– –
-100
916
– –
-928
917
– –
-1,668
918
– –
-1,557
919
– –
-3,417
920
– –
-9
921
– –
-2,299
922
– –
-407
923
– –
-131
924
– –
-36
925
– –
-2,651
35 36
37
38 39