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
76
$2.94M 0.33%
11,425
+61
77
$2.9M 0.33%
29,549
+6,135
78
$2.9M 0.33%
57,589
79
$2.86M 0.32%
1,981
+7
80
$2.83M 0.32%
15,335
-5,834
81
$2.77M 0.31%
26,481
-1,492
82
$2.77M 0.31%
14,242
+1,679
83
$2.75M 0.31%
27,209
-434
84
$2.69M 0.31%
33,764
-926
85
$2.58M 0.29%
37,681
+32
86
$2.5M 0.28%
28,730
-11,139
87
$2.49M 0.28%
13,443
+180
88
$2.47M 0.28%
536
89
$2.45M 0.28%
23,047
+3,550
90
$2.43M 0.28%
29,066
-33,960
91
$2.43M 0.28%
20,964
+4,419
92
$2.38M 0.27%
14,522
+179
93
$2.33M 0.26%
16,662
-408
94
$2.32M 0.26%
43,657
+16,613
95
$2.31M 0.26%
26,378
-2,797
96
$2.28M 0.26%
172,715
+5,427
97
$2.16M 0.24%
25,667
-12,770
98
$2.13M 0.24%
1,058
+14
99
$2.1M 0.24%
28,157
-523
100
$2.09M 0.24%
16,195
+25
2 3
4
5 6