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
$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
376
$134K 0.03%
3,830
-293
377
$134K 0.03%
2,308
-42
378
$134K 0.03%
2,895
-51
379
$133K 0.03%
7,540
-1,614
380
$133K 0.03%
+6,388
381
$132K 0.03%
2,089
-742
382
$132K 0.03%
3,223
383
$132K 0.03%
7,949
+1,719
384
$131K 0.02%
2,435
-719
385
$130K 0.02%
2,795
386
$130K 0.02%
2,500
+151
387
$130K 0.02%
4,364
-53
388
$128K 0.02%
3,570
-83
389
$128K 0.02%
+4,195
390
$128K 0.02%
2,049
+871
391
$126K 0.02%
2,170
+267
392
$125K 0.02%
2,259
-570
393
$124K 0.02%
1,406
394
$124K 0.02%
960
+455
395
$123K 0.02%
3,034
396
$123K 0.02%
3,030
+900
397
$122K 0.02%
5,202
-1,680
398
$122K 0.02%
3,649
-1,337
399
$122K 0.02%
+13,732
400
$122K 0.02%
4,041
14 15
16
17 18