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
526
$80K 0.02%
2,330
-100
527
$80K 0.02%
3,101
+106
528
$80K 0.02%
2,877
-1,031
529
$80K 0.02%
593
-99
530
$79K 0.02%
599
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531
$79K 0.02%
1,967
-554
532
$79K 0.02%
475
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533
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2,012
-48
534
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243
535
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1,663
-841
536
$78K 0.01%
1,853
-2,055
537
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1,480
538
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5,895
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539
$78K 0.01%
+1,762
540
$78K 0.01%
4,192
541
$77K 0.01%
550
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542
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543
$76K 0.01%
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545
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2,585
546
$75K 0.01%
3,349
-61
547
$74K 0.01%
11,211
+42
548
$74K 0.01%
+1,601
549
$73K 0.01%
588
-91
550
$73K 0.01%
570
-9
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