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
1451
– –
-5,081
1452
– –
-59
1453
– –
-998
1454
– –
-1,971
1455
– –
-65
1456
– –
-2,281
1457
– –
-1,122
1458
– –
-211
1459
– –
-2,732
1460
– –
-453
1461
– –
-1,083
1462
– –
-9,801
1463
– –
-1,217
1464
– –
-331
1465
– –
-392
1466
– –
-110
1467
– –
-206
1468
– –
-1,638
1469
– –
-602
1470
– –
-5,507
1471
– –
-216
1472
– –
-5,368
1473
– –
-4,363
1474
– –
-1,564
1475
– –
-37,995
57 58
59
60 61