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
426
$111K 0.02%
2,733
-570
427
$111K 0.02%
3,613
428
$111K 0.02%
+1,742
429
$110K 0.02%
1,500
430
$110K 0.02%
+3,191
431
$110K 0.02%
989
-66,480
432
$109K 0.02%
+2,436
433
$109K 0.02%
3,778
+242
434
$108K 0.02%
2,362
-185
435
$108K 0.02%
1,489
+1
436
$106K 0.02%
2,715
+2,240
437
$106K 0.02%
2,603
+4
438
$106K 0.02%
+3,584
439
$106K 0.02%
660
-372
440
$106K 0.02%
4,021
-75
441
$106K 0.02%
520
+199
442
$105K 0.02%
4,747
443
$105K 0.02%
1,817
-33
444
$104K 0.02%
1,214
-1,295
445
$104K 0.02%
718
+560
446
$104K 0.02%
+4,009
447
$103K 0.02%
1,700
448
$103K 0.02%
2,964
449
$102K 0.02%
2,892
+9
450
$102K 0.02%
+2,415
16 17
18
19 20