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
$878M
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$8.02M
3
+$8.01M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$7.32M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$7.04M

Top Sells

1
+$7.55M
2
+$7.39M
3
+$6.33M
4
T icon
AT&T
T
+$4.69M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$2.84M

Sector Composition

1 Technology 23.28%
2 Healthcare 10.48%
3 Financials 9.53%
4 Consumer Discretionary 6.92%
5 Industrials 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.59M 0.18%
3,096
+14
127
$1.59M 0.18%
52,118
+438
128
$1.58M 0.18%
+11,896
129
$1.57M 0.18%
2,853
-8
130
$1.57M 0.18%
71,700
+56,920
131
$1.56M 0.18%
4,403
-70
132
$1.56M 0.18%
4,479
+3
133
$1.53M 0.17%
1,161
-6
134
$1.52M 0.17%
40,046
-902
135
$1.52M 0.17%
9,677
-1,298
136
$1.5M 0.17%
+20,116
137
$1.49M 0.17%
14,168
-985
138
$1.48M 0.17%
+4,531
139
$1.47M 0.17%
41,055
+5,280
140
$1.47M 0.17%
4,006
+62
141
$1.45M 0.17%
17,911
+14,417
142
$1.44M 0.16%
14,814
+697
143
$1.41M 0.16%
42,915
-720
144
$1.31M 0.15%
5,470
-30
145
$1.31M 0.15%
25,958
+457
146
$1.28M 0.15%
5,285
-151
147
$1.28M 0.14%
10,042
-3,602
148
$1.27M 0.14%
17,647
-88
149
$1.27M 0.14%
1,791
+59
150
$1.25M 0.14%
8,550
+1,471
4 5
6
7 8