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
$1.24B
AUM Growth
+$197M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
609
New
Increased
Reduced
Closed

Top Buys

1
+$69.9M
2
+$52.9M
3
+$37.3M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$30.9M
5
BIDD
iShares International Dividend Active ETF
BIDD
+$11.8M

Top Sells

1
+$30.9M
2
+$6.82M
3
+$5.77M
4
DG icon
Dollar General
DG
+$4.6M
5
SWKS icon
Skyworks Solutions
SWKS
+$4.44M

Sector Composition

1 Technology 24.55%
2 Financials 8.63%
3 Communication Services 6.69%
4 Consumer Discretionary 5.89%
5 Healthcare 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$876K 0.07%
6,969
-2,828
227
$876K 0.07%
4,966
-63
228
$875K 0.07%
10,829
+247
229
$873K 0.07%
5,066
+3,070
230
$871K 0.07%
2,994
-112
231
$865K 0.07%
4,736
-22
232
$862K 0.07%
5,982
+546
233
$861K 0.07%
812
+58
234
$859K 0.07%
10,493
-3,906
235
$857K 0.07%
8,399
-16
236
$856K 0.07%
4,600
-496
237
$848K 0.07%
4,126
+50
238
$840K 0.07%
6,519
+246
239
$838K 0.07%
9,059
+58
240
$835K 0.07%
13,587
-24
241
$834K 0.07%
+14,524
242
$825K 0.07%
13,942
-97,519
243
$818K 0.07%
10,585
-14,784
244
$818K 0.07%
2,064
-300
245
$807K 0.07%
7,299
-197
246
$801K 0.06%
4,356
-41
247
$799K 0.06%
8,246
+122
248
$795K 0.06%
6,457
+104
249
$793K 0.06%
3,699
+1,019
250
$793K 0.06%
9,923
+3,017
8 9
10
11 12