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
351
$383K 0.04%
6,712
+486
352
$381K 0.04%
5,418
-1
353
$379K 0.04%
9,193
-1,320
354
$376K 0.04%
2,639
-339
355
$375K 0.04%
25,800
356
$373K 0.04%
21,711
-38
357
$372K 0.04%
32,362
+1,465
358
$371K 0.04%
8,939
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359
$369K 0.04%
1,399
-27
360
$367K 0.04%
6,574
-181
361
$357K 0.04%
+5,895
362
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2,371
+139
363
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4,017
+198
364
$346K 0.04%
3,145
+5
365
$344K 0.04%
2,225
+229
366
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+3,419
367
$342K 0.04%
4,590
+1,033
368
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4,366
-8,988
369
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75,001
370
$334K 0.04%
12,448
-739
371
$333K 0.04%
9,527
+72
372
$329K 0.04%
6,598
-228
373
$328K 0.04%
2,284
+991
374
$328K 0.04%
+745
375
$327K 0.04%
+12,112
13 14
15
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