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
126
$1.93M 0.15%
3,474
-57
127
$1.92M 0.15%
9,703
-4,855
128
$1.91M 0.15%
9,690
-341
129
$1.88M 0.15%
7,000
+261
130
$1.85M 0.15%
27,517
-2,221
131
$1.85M 0.15%
62,721
-16,548
132
$1.85M 0.15%
31,817
-1,723
133
$1.83M 0.14%
4,275
-185
134
$1.82M 0.14%
17,115
-1,224
135
$1.82M 0.14%
4,129
-88
136
$1.82M 0.14%
38,581
+1,322
137
$1.8M 0.14%
23,160
+3,650
138
$1.8M 0.14%
50,553
-14,583
139
$1.79M 0.14%
37,669
-2,546
140
$1.75M 0.14%
26,293
+98
141
$1.75M 0.14%
7,337
-108
142
$1.75M 0.14%
3,919
-77
143
$1.74M 0.14%
20,901
+17,722
144
$1.73M 0.14%
20,907
+2,010
145
$1.73M 0.14%
12,257
-54,935
146
$1.72M 0.14%
24,257
-116,810
147
$1.72M 0.14%
9,787
-3,528
148
$1.67M 0.13%
4,582
-908
149
$1.66M 0.13%
18,213
-426
150
$1.64M 0.13%
9,725
-3,366
4 5
6
7 8