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
326
$433K 0.05%
1,900
+261
327
$431K 0.05%
32,716
+1,422
328
$423K 0.05%
10,525
-283
329
$421K 0.05%
3,812
-43
330
$420K 0.05%
10,578
-22
331
$419K 0.05%
30,007
-826
332
$415K 0.05%
8,146
-11
333
$415K 0.05%
742
+4
334
$412K 0.04%
1,875
+10
335
$412K 0.04%
5,560
-32
336
$405K 0.04%
6,085
337
$405K 0.04%
2,025
-60
338
$402K 0.04%
2,638
-206
339
$401K 0.04%
8,669
-1,507
340
$400K 0.04%
1,932
-7
341
$399K 0.04%
5,796
-1,232
342
$398K 0.04%
6,992
+71
343
$394K 0.04%
5,282
-1,207
344
$392K 0.04%
+3,814
345
$392K 0.04%
1,430
+179
346
$391K 0.04%
4,825
-975
347
$390K 0.04%
4,183
-489
348
$385K 0.04%
11,886
-13,923
349
$384K 0.04%
1,411
+192
350
$383K 0.04%
+2,569
12 13
14
15 16