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
376
$325K 0.04%
1,816
377
$325K 0.04%
21,628
+659
378
$324K 0.04%
19,685
-175
379
$322K 0.04%
133,256
-25,314
380
$320K 0.03%
3,684
+415
381
$318K 0.03%
+4,124
382
$316K 0.03%
2,408
383
$314K 0.03%
2,281
-51
384
$314K 0.03%
4,578
-279
385
$314K 0.03%
9,487
+663
386
$313K 0.03%
4,142
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387
$311K 0.03%
2,586
-66,223
388
$304K 0.03%
12,284
+187
389
$303K 0.03%
4,147
-115
390
$300K 0.03%
5,091
+1,191
391
$299K 0.03%
8,132
-3,705
392
$299K 0.03%
1,941
393
$297K 0.03%
5,610
-22
394
$297K 0.03%
7,985
-4,210
395
$295K 0.03%
9,120
+1,251
396
$293K 0.03%
3,550
+31
397
$291K 0.03%
1,304
-4
398
$289K 0.03%
9,559
-2,350
399
$285K 0.03%
8,246
-191
400
$283K 0.03%
1,440
-4
14 15
16
17 18