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
101
$2.63M 0.21%
28,629
+3,519
102
$2.62M 0.21%
21,126
-2,410
103
$2.56M 0.2%
88,857
-26,699
104
$2.5M 0.2%
24,072
-8,735
105
$2.37M 0.19%
10,774
-2,131
106
$2.36M 0.19%
21,472
+100
107
$2.35M 0.19%
32,512
+19,721
108
$2.3M 0.18%
38,671
-1,738
109
$2.28M 0.18%
24,940
+1,021
110
$2.27M 0.18%
42,350
+18,268
111
$2.26M 0.18%
4,147
+304
112
$2.24M 0.18%
30,390
-1,407
113
$2.22M 0.18%
12,563
-4,307
114
$2.21M 0.18%
28,914
-1,381
115
$2.21M 0.17%
5,026
-760
116
$2.18M 0.17%
21,620
-7,619
117
$2.15M 0.17%
40,627
-21,076
118
$2.15M 0.17%
3,975
+145
119
$2.13M 0.17%
21,004
-1,185
120
$2.07M 0.16%
38,212
-2,003
121
$2.02M 0.16%
511
-22
122
$2.02M 0.16%
34,138
+230
123
$2.01M 0.16%
15,294
-2,254
124
$1.99M 0.16%
11,687
-673
125
$1.94M 0.15%
150,612
-49,776
3 4
5
6 7