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
$1.24B
AUM Growth
+$197M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
609
New
Increased
Reduced
Closed

Top Buys

1
+$69.9M
2
+$52.9M
3
+$37.3M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$30.9M
5
BIDD
iShares International Dividend Active ETF
BIDD
+$11.8M

Top Sells

1
+$30.9M
2
+$6.82M
3
+$5.77M
4
DG icon
Dollar General
DG
+$4.6M
5
SWKS icon
Skyworks Solutions
SWKS
+$4.44M

Sector Composition

1 Technology 24.55%
2 Financials 8.63%
3 Communication Services 6.69%
4 Consumer Discretionary 5.89%
5 Healthcare 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$235K 0.02%
1,795
+15
502
$234K 0.02%
+3,394
503
$233K 0.02%
+2,292
504
$231K 0.02%
1,560
-898
505
$231K 0.02%
+2,500
506
$227K 0.02%
23,101
-10,476
507
$226K 0.02%
14,557
-8,509
508
$225K 0.02%
+931
509
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11,218
-1,642
510
$224K 0.02%
1,807
+3
511
$223K 0.02%
1,108
-34
512
$214K 0.02%
1,879
-172
513
$214K 0.02%
2,291
+18
514
$213K 0.02%
+8,418
515
$213K 0.02%
+3,892
516
$212K 0.02%
4,833
-1,126
517
$211K 0.02%
200
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518
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1,486
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519
$207K 0.02%
+720
520
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+2,016
521
$204K 0.02%
2,853
-4,586
522
$204K 0.02%
407
-46
523
$204K 0.02%
1,324
-334
524
$204K 0.02%
12,209
+3,300
525
$203K 0.02%
5,415
-197
19 20
21
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