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
76
$3.36M 0.27%
12,814
-1,236
77
$3.32M 0.26%
3,250
-1,997
78
$3.26M 0.26%
11,105
-2,457
79
$3.24M 0.26%
22,147
+96
80
$3.2M 0.25%
20,457
+18
81
$3.15M 0.25%
7,702
-4,054
82
$3.14M 0.25%
20,426
-483
83
$3.09M 0.25%
53,714
-34
84
$3.07M 0.24%
16,889
-1,099
85
$3.05M 0.24%
38,931
+914
86
$3.05M 0.24%
69,288
+2,225
87
$2.95M 0.23%
53,933
-349
88
$2.95M 0.23%
19,612
-2,026
89
$2.94M 0.23%
4,358
+271
90
$2.92M 0.23%
142,679
+2,589
91
$2.88M 0.23%
24,287
-719
92
$2.86M 0.23%
39,317
+4,827
93
$2.8M 0.22%
15,865
+375
94
$2.76M 0.22%
12,094
+1,139
95
$2.75M 0.22%
1,672
-906
96
$2.69M 0.21%
4,166
-300
97
$2.68M 0.21%
14,573
-401
98
$2.66M 0.21%
16,129
-1,744
99
$2.64M 0.21%
12,090
-287
100
$2.64M 0.21%
33,573
-17,293
2 3
4
5 6