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
$919M
AUM Growth
-$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
515
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$6.19M
3
+$5.91M
4
SWKS icon
Skyworks Solutions
SWKS
+$4.77M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.19M

Top Sells

1
+$7.96M
2
+$7.38M
3
+$6.48M
4
DFS
Discover Financial Services
DFS
+$4.71M
5
DAL icon
Delta Air Lines
DAL
+$1.39M

Sector Composition

1 Technology 30.86%
2 Financials 9.47%
3 Healthcare 9%
4 Communication Services 6.96%
5 Consumer Discretionary 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$775K 0.08%
13,525
+202
227
$768K 0.08%
+9,409
228
$767K 0.08%
8,685
-130
229
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3,683
-10
230
$764K 0.08%
3,320
-718
231
$762K 0.08%
1,650
+2
232
$760K 0.08%
6,313
-191
233
$758K 0.08%
6,324
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234
$753K 0.08%
76,450
+2,312
235
$751K 0.08%
8,663
-54,397
236
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5,233
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237
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16,792
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238
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7,998
-67
239
$733K 0.08%
36,014
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240
$732K 0.08%
7,799
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241
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12,609
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242
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16,539
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243
$728K 0.08%
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-216
244
$724K 0.08%
3,695
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245
$723K 0.08%
9,239
-327
246
$705K 0.08%
4,054
+11
247
$703K 0.08%
17,310
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248
$702K 0.08%
8,905
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249
$697K 0.08%
14,033
250
$690K 0.08%
5,629
+24
8 9
10
11 12