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MYIA
Mount Yale Investment Advisors Portfolio holdings
AUM
$4.21B
1-Year Est. Return
21.4%
This Fund
S&P 500
1 Year Est. Return
+21.4%
AUM
$4.21B
AUM Growth
+$2.13B
(+102%)
Holding
1,128
Top Buys
| 1 | +$88.7M | |
| 2 | +$51.9M | |
| 3 | +$51M | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$50.7M |
| 5 |
First Trust Rising Dividend Achievers ETF
RDVY
|
+$48.3M |
Top Sells
| 1 | +$20.4M | |
| 2 | +$17.5M | |
| 3 | +$8.24M | |
| 4 |
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
|
+$7.47M |
| 5 |
Janus Henderson Mortgage-Backed Securities ETF
JMBS
|
+$7.39M |
Sector Composition
| 1 | Technology | 14.88% |
| 2 | Financials | 7.37% |
| 3 | Healthcare | 5.58% |
| 4 | Consumer Discretionary | 5.54% |
| 5 | Industrials | 4.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1126
W.P. Carey
WPC
$16.8B
| – | – |
-3,298
|
|
||
|
KRMN
1127
Karman Holdings
KRMN
$6.4B
| – | – |
-4,602
|
|
||
1128
American Financial Group
AFG
$11.1B
| – | – |
-11,284
|
|