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
476
$94K 0.02%
2,465
-2,059
477
$94K 0.02%
1,870
-4
478
$94K 0.02%
1,411
+1
479
$94K 0.02%
6,036
480
$94K 0.02%
866
-2,241
481
$94K 0.02%
1,731
+4
482
$94K 0.02%
715
-125
483
$94K 0.02%
2,210
+400
484
$93K 0.02%
2,545
+30
485
$93K 0.02%
1,340
+156
486
$93K 0.02%
1,278
+343
487
$93K 0.02%
3,898
-1,398
488
$92K 0.02%
590
-125
489
$92K 0.02%
1,023
+538
490
$91K 0.02%
+4,408
491
$91K 0.02%
255
492
$91K 0.02%
1,524
+808
493
$90K 0.02%
3,174
-256
494
$90K 0.02%
3,770
495
$90K 0.02%
2,584
-54
496
$90K 0.02%
99
-34
497
$90K 0.02%
4,306
498
$90K 0.02%
+8,163
499
$89K 0.02%
+2,036
500
$88K 0.02%
1,916
+120
18 19
20
21 22