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
401
$121K 0.02%
1,972
-33
402
$121K 0.02%
10,350
403
$120K 0.02%
3,224
+228
404
$119K 0.02%
644
-415
405
$119K 0.02%
3,650
406
$119K 0.02%
1,473
-525
407
$119K 0.02%
8,359
+7,996
408
$119K 0.02%
2,358
-625
409
$119K 0.02%
2,736
-44
410
$117K 0.02%
1,750
411
$115K 0.02%
6,296
+1,035
412
$115K 0.02%
1,419
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413
$115K 0.02%
+1,131
414
$114K 0.02%
5,754
-43
415
$114K 0.02%
5,293
-342
416
$113K 0.02%
2,444
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417
$113K 0.02%
1,788
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418
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1,295
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419
$113K 0.02%
1,477
420
$112K 0.02%
1,220
-207
421
$112K 0.02%
285
-36
422
$112K 0.02%
3,533
-66
423
$111K 0.02%
1,912
+35
424
$111K 0.02%
1,174
-177
425
$111K 0.02%
2,359
-832
15 16
17
18 19