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
301
$518K 0.06%
9,261
-11
302
$516K 0.06%
1,066
-76
303
$515K 0.06%
+5,044
304
$509K 0.06%
3,445
-6,904
305
$509K 0.06%
2,829
-404
306
$505K 0.05%
2,200
+13
307
$501K 0.05%
4,344
-8,561
308
$497K 0.05%
1,887
-84
309
$497K 0.05%
4,661
-6,440
310
$494K 0.05%
16,778
-14,945
311
$493K 0.05%
6,319
-94,525
312
$492K 0.05%
3,554
-9,558
313
$480K 0.05%
7,702
-181
314
$466K 0.05%
8,035
+417
315
$464K 0.05%
1,816
-19
316
$458K 0.05%
+13,980
317
$457K 0.05%
3,659
-180
318
$453K 0.05%
5,297
-141
319
$449K 0.05%
6,480
-101
320
$448K 0.05%
+33,505
321
$447K 0.05%
27,937
+157
322
$445K 0.05%
11,669
+658
323
$444K 0.05%
21,077
+3,801
324
$444K 0.05%
7,458
+60
325
$436K 0.05%
12,018
-14,664
11 12
13
14 15