We are live on ! Find out more
MYIA

Mount Yale Investment Advisors Portfolio holdings

AUM $4.21B
1-Year Est. Return 21.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.44B
AUM Growth
+$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,683
New
Increased
Reduced
Closed

Top Buys

1
+$51.9M
2
+$22.5M
3
+$22.2M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$22M
5
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$18M

Top Sells

1
+$131M
2
+$42.7M
3
+$38.9M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$34.2M
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$30.9M

Sector Composition

1 Technology 14.52%
2 Financials 9.61%
3 Healthcare 4.93%
4 Consumer Discretionary 4.64%
5 Industrials 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1376
– –
-128
1377
– –
-728
1378
– –
-516
1379
– –
-4
1380
– –
-41
1381
– –
-1,740
1382
– –
-1,364
1383
– –
-831
1384
– –
-6,274
1385
– –
-3,100
1386
– –
-35
1387
– –
-28
1388
– –
-1,230
1389
– –
-93
1390
– –
-7,885
1391
– –
-5,429
1392
– –
-62
1393
– –
-42
1394
– –
-850
1395
– –
-134
1396
– –
-388
1397
– –
-1,324
1398
– –
-15,046
1399
– –
-1,006
1400
– –
-9,654
54 55
56
57 58