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
$890M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
536
New
Increased
Reduced
Closed

Top Buys

1
+$6.2M
2
+$5.49M
3
+$5.37M
4
AAPL icon
Apple
AAPL
+$5.19M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$3.94M

Top Sells

1
+$11.1M
2
+$8.51M
3
+$7.32M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$7.22M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$7.14M

Sector Composition

1 Technology 31.12%
2 Financials 10%
3 Healthcare 9.75%
4 Consumer Discretionary 6.54%
5 Communication Services 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.52M 0.17%
12,747
+9,020
127
$1.51M 0.17%
11,873
+2,394
128
$1.51M 0.17%
19,233
-14,531
129
$1.5M 0.17%
3,894
+717
130
$1.5M 0.17%
29,402
+19,556
131
$1.49M 0.17%
16,063
+10,874
132
$1.47M 0.16%
3,190
+94
133
$1.46M 0.16%
7,052
+2,562
134
$1.46M 0.16%
+21,461
135
$1.44M 0.16%
40,694
+18,894
136
$1.41M 0.16%
27,139
+1,181
137
$1.4M 0.16%
81,630
+68,488
138
$1.39M 0.16%
34,050
-5,996
139
$1.38M 0.16%
7,228
+4,562
140
$1.37M 0.15%
10,552
+4,763
141
$1.34M 0.15%
+4,386
142
$1.33M 0.15%
3,258
-11,584
143
$1.33M 0.15%
2,965
+1,009
144
$1.32M 0.15%
7,905
-2,718
145
$1.31M 0.15%
997
+324
146
$1.3M 0.15%
21,910
-6,898
147
$1.29M 0.14%
13,982
-3,719
148
$1.28M 0.14%
43,007
+92
149
$1.28M 0.14%
107,685
+40,446
150
$1.27M 0.14%
3,688
-318
4 5
6
7 8