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
501
$88K 0.02%
1,052
-1,048
502
$88K 0.02%
2,388
-36
503
$88K 0.02%
2,479
-3,246
504
$88K 0.02%
1,197
+159
505
$87K 0.02%
5,526
506
$87K 0.02%
26,240
+86
507
$87K 0.02%
1,900
508
$86K 0.02%
1,110
+205
509
$86K 0.02%
+3,000
510
$86K 0.02%
5,510
511
$85K 0.02%
510
+261
512
$85K 0.02%
1,544
513
$84K 0.02%
+1,145
514
$84K 0.02%
196
-32
515
$84K 0.02%
1,208
+5
516
$84K 0.02%
5,045
+175
517
$84K 0.02%
5,179
-103
518
$84K 0.02%
+2,000
519
$84K 0.02%
503
520
$83K 0.02%
2,257
-42
521
$83K 0.02%
+1,419
522
$83K 0.02%
+2,383
523
$83K 0.02%
2,341
524
$82K 0.02%
4,488
-53
525
$81K 0.02%
5,212
-1,310
19 20
21
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