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
426
$249K 0.03%
2,445
+381
427
$247K 0.03%
12,150
-8,450
428
$247K 0.03%
10,891
-315
429
$247K 0.03%
5,364
-3,832
430
$246K 0.03%
2,866
+21
431
$246K 0.03%
1,477
-38
432
$244K 0.03%
3,531
-2,075
433
$244K 0.03%
4,925
-2,267
434
$244K 0.03%
2,180
-26
435
$243K 0.03%
11,612
-307
436
$243K 0.03%
1,741
+240
437
$240K 0.03%
5,087
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438
$240K 0.03%
3,558
+492
439
$238K 0.03%
2,579
+261
440
$238K 0.03%
+3,158
441
$237K 0.03%
520
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442
$235K 0.03%
387
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443
$235K 0.03%
3,471
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444
$234K 0.03%
2,312
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445
$234K 0.03%
1,608
-41
446
$233K 0.03%
981
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447
$232K 0.03%
1,363
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448
$231K 0.03%
10,607
-275
449
$228K 0.02%
7,330
-168
450
$228K 0.02%
2,335
-188
16 17
18
19 20