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
201
$1.04M 0.08%
4,476
+32
202
$1.03M 0.08%
2,824
-997
203
$1M 0.08%
4,757
+3,656
204
$998K 0.08%
4,672
+3,391
205
$997K 0.08%
6,412
-1,050
206
$993K 0.08%
27,508
-4,604
207
$992K 0.08%
4,617
+19
208
$988K 0.08%
37,166
+1,550
209
$980K 0.08%
7,241
-293
210
$975K 0.08%
16,404
-8,141
211
$967K 0.08%
3,147
-97
212
$961K 0.08%
14,033
213
$950K 0.08%
5,352
-100
214
$950K 0.08%
+7,758
215
$949K 0.08%
+2,487
216
$948K 0.08%
16,550
217
$944K 0.07%
8,856
+926
218
$943K 0.07%
1,109
+41
219
$941K 0.07%
18,855
-448
220
$936K 0.07%
4,245
-397
221
$929K 0.07%
6,584
-13
222
$929K 0.07%
10,519
-2,389
223
$923K 0.07%
2,954
-2,742
224
$922K 0.07%
23,992
-4,473
225
$917K 0.07%
1,659
+4
7 8
9
10 11