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
276
$249K 0.05%
+21,490
277
$248K 0.05%
5,765
+5,248
278
$247K 0.05%
+3,808
279
$247K 0.05%
3,302
-42
280
$246K 0.05%
1,802
+63
281
$246K 0.05%
834
-15
282
$245K 0.05%
2,172
+1,120
283
$244K 0.05%
3,029
-464
284
$244K 0.05%
3,110
+7
285
$243K 0.05%
+3,795
286
$241K 0.05%
8,024
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287
$236K 0.04%
+6,545
288
$232K 0.04%
2,268
289
$231K 0.04%
6,726
+2,016
290
$230K 0.04%
6,072
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291
$226K 0.04%
9,910
-222
292
$224K 0.04%
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293
$222K 0.04%
4,400
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294
$221K 0.04%
8,007
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295
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296
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2,844
297
$219K 0.04%
995
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298
$216K 0.04%
9,197
-66
299
$214K 0.04%
3,849
-2,347
300
$210K 0.04%
+12,000
10 11
12
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