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
$1.28B
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,513
New
Increased
Reduced
Closed

Top Buys

1 +$30.2M
2 +$24.7M
3 +$14M
4
AAPL icon
Apple
AAPL
+$3.07M
5
PM icon
Philip Morris
PM
+$2.63M

Top Sells

1 +$28.1M
2 +$22.8M
3 +$13.2M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.39M
5
LRCX icon
Lam Research
LRCX
+$4.37M

Sector Composition

1 Technology 22.24%
2 Financials 8.53%
3 Communication Services 6.99%
4 Consumer Discretionary 6.12%
5 Industrials 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
HMY icon
576
Harmony Gold Mining
HMY
$9.99B
$162K 0.01%
+11,579
CINF icon
577
Cincinnati Financial
CINF
$24.9B
$161K 0.01%
+1,083
MUSA icon
578
Murphy USA
MUSA
$6.89B
$161K 0.01%
+396
BMO icon
579
Bank of Montreal
BMO
$87.9B
$159K 0.01%
+1,437
AES icon
580
AES
AES
$10.2B
$157K 0.01%
14,920
+331
ENTG icon
581
Entegris
ENTG
$13.5B
$157K 0.01%
+1,946
CLBT icon
582
Cellebrite
CLBT
$3.97B
$157K 0.01%
+9,801
CBRE icon
583
CBRE Group
CBRE
$44.7B
$157K 0.01%
+1,118
DCI icon
584
Donaldson
DCI
$10B
$156K 0.01%
+2,243
BLK icon
585
Blackrock
BLK
$167B
$155K 0.01%
+148
FAS icon
586
Direxion Daily Financial Bull 3x Shares
FAS
$2.45B
$155K 0.01%
+918
CRPT icon
587
First Trust SkyBridge Crypto Industry and Digital Economy ETF
CRPT
$143M
$153K 0.01%
+6,600
FJUN icon
588
FT Vest US Equity Buffer ETF June
FJUN
$1.01B
$152K 0.01%
+2,841
STX icon
589
Seagate
STX
$60B
$152K 0.01%
+1,054
GIFT
590
Giftify Inc
GIFT
$32.3M
$150K 0.01%
100,000
THG icon
591
Hanover Insurance
THG
$6.29B
$150K 0.01%
883
-357
IWO icon
592
iShares Russell 2000 Growth ETF
IWO
$13.3B
$150K 0.01%
+524
EWN icon
593
iShares MSCI Netherlands ETF
EWN
$310M
$149K 0.01%
+2,740
DSI icon
594
iShares MSCI KLD 400 Social ETF
DSI
$5.09B
$149K 0.01%
+1,282
WELL icon
595
Welltower
WELL
$128B
$148K 0.01%
+965
VRTX icon
596
Vertex Pharmaceuticals
VRTX
$106B
$148K 0.01%
+333
GEV icon
597
GE Vernova
GEV
$154B
$147K 0.01%
+279
PLD icon
598
Prologis
PLD
$115B
$145K 0.01%
+1,382
USXF icon
599
iShares ESG Advanced MSCI USA ETF
USXF
$1.23B
$144K 0.01%
+2,670
OTTR icon
600
Otter Tail
OTTR
$3.46B
$141K 0.01%
+1,824