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
451
$227K 0.02%
4,483
-115
452
$226K 0.02%
1,864
-271
453
$225K 0.02%
6,390
-1,435
454
$223K 0.02%
4,922
+649
455
$223K 0.02%
17,290
-422
456
$221K 0.02%
1,610
457
$220K 0.02%
2,419
-157
458
$219K 0.02%
2,400
459
$219K 0.02%
+10,889
460
$218K 0.02%
3,880
-121
461
$216K 0.02%
+1,694
462
$213K 0.02%
+4,946
463
$213K 0.02%
+1,989
464
$212K 0.02%
8,157
-6,820
465
$212K 0.02%
+4,887
466
$208K 0.02%
1,074
-267
467
$207K 0.02%
9,331
-237
468
$207K 0.02%
6,514
-168
469
$205K 0.02%
1,966
-399
470
$204K 0.02%
2,134
-1,096
471
$204K 0.02%
6,582
+1,041
472
$203K 0.02%
+2,487
473
$203K 0.02%
+1,906
474
$201K 0.02%
+1,025
475
$201K 0.02%
+356
17 18
19
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