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
176
$1.35M 0.11%
12,473
-4,751
177
$1.33M 0.11%
13,254
+1,287
178
$1.27M 0.1%
36,643
+467
179
$1.26M 0.1%
20,911
-408
180
$1.25M 0.1%
17,051
-226
181
$1.21M 0.1%
+14,096
182
$1.2M 0.1%
15,635
-1,234
183
$1.2M 0.1%
8,279
-409
184
$1.18M 0.09%
1,438
-71
185
$1.16M 0.09%
17,065
-141
186
$1.15M 0.09%
37,734
+3,191
187
$1.14M 0.09%
7,985
+3,604
188
$1.13M 0.09%
26,495
-6
189
$1.11M 0.09%
14,486
-532
190
$1.09M 0.09%
24,203
-4,551
191
$1.09M 0.09%
5,415
-43
192
$1.09M 0.09%
4,836
+266
193
$1.08M 0.09%
3,631
-47
194
$1.08M 0.09%
27,682
-591
195
$1.08M 0.09%
11,962
-3,503
196
$1.07M 0.08%
2,778
-665
197
$1.06M 0.08%
79,386
+1,098
198
$1.05M 0.08%
15,022
+3,284
199
$1.05M 0.08%
10,822
+151
200
$1.04M 0.08%
351
+83
6 7
8
9 10