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
$559M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$7.6M
2
+$6.95M
3
+$1.62M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$1.56M
5
VIAB
Viacom Inc. Class B
VIAB
+$1.53M

Top Sells

1
+$20.6M
2
+$8.7M
3
+$6.51M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.65M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.72M

Sector Composition

1 Technology 24.17%
2 Healthcare 14.12%
3 Financials 11.64%
4 Communication Services 9.73%
5 Consumer Discretionary 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.88M 0.34%
7,706
+5,470
77
$1.82M 0.32%
38,567
-844
78
$1.81M 0.32%
31,906
-83
79
$1.78M 0.32%
130,893
-1,997
80
$1.77M 0.32%
15,140
-836
81
$1.76M 0.32%
18,404
-681
82
$1.76M 0.31%
16,336
-3,905
83
$1.74M 0.31%
11,826
+1,510
84
$1.68M 0.3%
9,563
-434
85
$1.63M 0.29%
6,883
-362
86
$1.62M 0.29%
26,679
+123
87
$1.62M 0.29%
+11,959
88
$1.6M 0.29%
13,781
89
$1.55M 0.28%
18,649
+142
90
$1.55M 0.28%
6,068
-1,372
91
$1.5M 0.27%
29,195
+244
92
$1.48M 0.27%
18,591
-1,389
93
$1.43M 0.26%
17,461
+184
94
$1.42M 0.25%
13,919
+307
95
$1.42M 0.25%
11,912
-568
96
$1.41M 0.25%
23,837
+1,526
97
$1.36M 0.24%
63,108
-968
98
$1.34M 0.24%
183,732
-13,138
99
$1.34M 0.24%
19,371
+592
100
$1.33M 0.24%
11,034
+114
2 3
4
5 6