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
251
$688K 0.07%
10,090
+112
252
$687K 0.07%
10,103
+159
253
$669K 0.07%
9,372
+87
254
$669K 0.07%
8,212
+78
255
$669K 0.07%
19,287
+79
256
$665K 0.07%
19,318
-10,829
257
$664K 0.07%
31,881
-215
258
$661K 0.07%
12,081
-1,505
259
$660K 0.07%
1,607
-614
260
$650K 0.07%
9,365
+38
261
$648K 0.07%
3,118
+34
262
$647K 0.07%
8,144
+228
263
$645K 0.07%
3,947
-94
264
$641K 0.07%
11,699
+119
265
$640K 0.07%
10,273
+1,048
266
$634K 0.07%
10,010
267
$631K 0.07%
1,672
-269
268
$631K 0.07%
2,936
269
$631K 0.07%
33,580
+235
270
$608K 0.07%
12,861
+4
271
$604K 0.07%
+10,443
272
$598K 0.07%
9,043
+136
273
$585K 0.06%
23,717
+912
274
$581K 0.06%
7,412
-228
275
$579K 0.06%
13,916
+32
9 10
11
12 13