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
401
$283K 0.03%
+2,088
402
$276K 0.03%
5,257
-11
403
$276K 0.03%
6,294
+102
404
$275K 0.03%
1,006
-16
405
$274K 0.03%
7,767
+87
406
$274K 0.03%
3,810
-99
407
$273K 0.03%
12,257
+146
408
$272K 0.03%
2,609
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409
$271K 0.03%
4,320
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410
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8,922
411
$267K 0.03%
3,327
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412
$265K 0.03%
4,960
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413
$265K 0.03%
2,512
-63
414
$264K 0.03%
6,847
+325
415
$262K 0.03%
18,978
+2,024
416
$262K 0.03%
3,505
-193
417
$261K 0.03%
3,204
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418
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+2,584
419
$258K 0.03%
23,716
+5,370
420
$257K 0.03%
666
-10
421
$255K 0.03%
6,326
+1,247
422
$254K 0.03%
4,567
+445
423
$254K 0.03%
5,895
-356
424
$252K 0.03%
2,624
-21
425
$249K 0.03%
2,060
-50
15 16
17
18 19