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
451
$102K 0.02%
2,345
452
$102K 0.02%
1,557
453
$101K 0.02%
6,034
-78
454
$101K 0.02%
1,114
-396
455
$101K 0.02%
3,695
456
$101K 0.02%
5,363
+13
457
$101K 0.02%
2,305
+86
458
$101K 0.02%
6,108
459
$100K 0.02%
2,032
+1,481
460
$100K 0.02%
1,581
+21
461
$100K 0.02%
1,922
-9
462
$100K 0.02%
2,728
-44
463
$99K 0.02%
914
+114
464
$99K 0.02%
4,500
-84
465
$97K 0.02%
5,802
-2,713
466
$97K 0.02%
3,540
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467
$97K 0.02%
5,558
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468
$97K 0.02%
2,440
469
$96K 0.02%
5,590
470
$96K 0.02%
+3,258
471
$96K 0.02%
1,905
472
$95K 0.02%
2,724
-166
473
$95K 0.02%
1,367
+56
474
$95K 0.02%
1,250
475
$95K 0.02%
6,230
-3,065
17 18
19
20 21