MYIA

Mount Yale Investment Advisors Portfolio holdings

AUM $1.44B
1-Year Est. Return 17.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$528M
AUM Growth
+$61.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,032
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$9.11M
3
+$7.34M
4
IVZ icon
Invesco
IVZ
+$6.73M
5
MPC icon
Marathon Petroleum
MPC
+$6.02M

Top Sells

1
+$7.39M
2
+$6.13M
3
+$5.25M
4
NBIS
Nebius Group N.V.
NBIS
+$1.86M
5
MLPA icon
Global X MLP ETF
MLPA
+$1.12M

Sector Composition

1 Technology 19.18%
2 Healthcare 12.97%
3 Financials 12.63%
4 Consumer Discretionary 11.65%
5 Industrials 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$366K 0.07%
9,742
-10,964
227
$363K 0.07%
9,700
-7,763
228
$361K 0.07%
11,306
+2,671
229
$358K 0.07%
5,428
+1,496
230
$355K 0.07%
10,792
+4,000
231
$351K 0.07%
6,776
232
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2,806
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233
$348K 0.07%
5,816
+620
234
$344K 0.07%
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235
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+24,409
236
$342K 0.06%
9,672
-6,276
237
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2,097
238
$334K 0.06%
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239
$333K 0.06%
992
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240
$332K 0.06%
2,120
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241
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242
$324K 0.06%
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243
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7,053
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244
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529
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245
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2,269
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246
$306K 0.06%
7,244
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247
$301K 0.06%
4,660
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248
$300K 0.06%
4,311
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249
$299K 0.06%
2,584
+2,545
250
$299K 0.06%
2,276
8 9
10
11 12