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
276
$578K 0.06%
1,414
+27
277
$578K 0.06%
5,113
-25
278
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392
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279
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-483
280
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5,210
-28
281
$565K 0.06%
4,268
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282
$564K 0.06%
+2,945
283
$564K 0.06%
5,303
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284
$562K 0.06%
25,494
-49,439
285
$558K 0.06%
2,818
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286
$555K 0.06%
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287
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288
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17,124
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289
$552K 0.06%
4,588
-28
290
$551K 0.06%
+13,896
291
$551K 0.06%
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292
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293
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10,604
-1,125
294
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295
$531K 0.06%
4,486
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296
$528K 0.06%
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297
$527K 0.06%
70,128
-53,431
298
$526K 0.06%
19,268
-102
299
$523K 0.06%
2,212
+572
300
$521K 0.06%
16,575
+855
10 11
12
13 14