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
151
$1.63M 0.13%
4,258
-1,725
152
$1.63M 0.13%
18,249
+4,588
153
$1.62M 0.13%
47,020
-10,158
154
$1.6M 0.13%
37,763
-4,316
155
$1.6M 0.13%
26,604
-198
156
$1.59M 0.13%
1,928
-352
157
$1.58M 0.13%
18,871
+1,565
158
$1.58M 0.13%
31,701
+24,678
159
$1.58M 0.13%
11,234
-243
160
$1.57M 0.12%
9,671
-1,509
161
$1.53M 0.12%
9,480
-1,830
162
$1.53M 0.12%
6,344
-334
163
$1.52M 0.12%
+72,781
164
$1.51M 0.12%
27,442
-816
165
$1.48M 0.12%
30,539
-11,168
166
$1.47M 0.12%
32,171
-1,448
167
$1.46M 0.12%
7,309
-228
168
$1.45M 0.11%
9,800
-387
169
$1.44M 0.11%
4,491
-122
170
$1.43M 0.11%
2,440
+371
171
$1.42M 0.11%
19,550
-5
172
$1.39M 0.11%
85,415
-1,436
173
$1.39M 0.11%
11,636
-844
174
$1.37M 0.11%
7,943
-173
175
$1.35M 0.11%
32,318
+6,272
5 6
7
8 9