MYIA
Mount Yale Investment Advisors Portfolio holdings
AUM
$1.44B
1-Year Est. Return
17.14%
1 Year Est. Return
+17.14%
AUM
$1.44B
AUM Growth
+$154M
(+12%)
Holding
1,683
Top Buys
| 1 | +$54M | |
| 2 | +$25.1M | |
| 3 | +$22.6M | |
| 4 |
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
|
+$22.4M |
| 5 |
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
|
+$18.2M |
Top Sells
| 1 | +$147M | |
| 2 | +$42.7M | |
| 3 | +$38.9M | |
| 4 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$34.2M |
| 5 |
Pacer US Cash Cows 100 ETF
COWZ
|
+$31.2M |
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 | |
|---|---|---|---|---|---|---|
1676
Acadia Healthcare
ACHC
$1.27B
| – | – |
-450
|
|
||
1677
Axsome Therapeutics
AXSM
$7.32B
| – | – |
-2,366
|
|
||
1678
Kanzhun
BZ
$9.9B
| – | – |
-3
|
|
||
1679
Conagra Brands
CAG
$8.19B
| – | – |
-109
|
|
||
1680
iShares MSCI Spain ETF
EWP
$1.64B
| – | – |
-122
|
|
||
1681
iShares MSCI Singapore ETF
EWS
$811M
| – | – |
-134
|
|
||
1682
iShares MSCI Taiwan ETF
EWT
$7.12B
| – | – |
-103
|
|