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
ITW icon
651
Illinois Tool Works
ITW
$71.1B
$104K 0.01%
+420
DINO icon
652
HF Sinclair
DINO
$9.75B
$103K 0.01%
+2,507
NSP icon
653
Insperity
NSP
$1.36B
$103K 0.01%
+1,710
OTIS icon
654
Otis Worldwide
OTIS
$35.6B
$102K 0.01%
+1,034
AUB icon
655
Atlantic Union Bankshares
AUB
$4.65B
$102K 0.01%
+3,254
PHM icon
656
Pultegroup
PHM
$23.3B
$101K 0.01%
+961
F icon
657
Ford
F
$52.2B
$101K 0.01%
+9,335
HFXI icon
658
NYLI FTSE International Equity Currency Neutral ETF
HFXI
$1.11B
$101K 0.01%
+3,428
ITUB icon
659
Itaú Unibanco
ITUB
$80.3B
$100K 0.01%
14,797
+332
TTC icon
660
Toro Company
TTC
$7.24B
$100K 0.01%
+1,417
CRNX icon
661
Crinetics Pharmaceuticals
CRNX
$4.01B
$100K 0.01%
+3,481
VNT icon
662
Vontier
VNT
$5.53B
$99.8K 0.01%
+2,705
GOLF icon
663
Acushnet Holdings
GOLF
$4.59B
$99.5K 0.01%
+1,367
IWR icon
664
iShares Russell Mid-Cap ETF
IWR
$44.3B
$99.5K 0.01%
+1,082
ATKR icon
665
Atkore
ATKR
$2.3B
$96.7K 0.01%
+1,370
AEIS icon
666
Advanced Energy
AEIS
$8.52B
$96.6K 0.01%
+729
NBIX icon
667
Neurocrine Biosciences
NBIX
$15.3B
$96.5K 0.01%
+768
LSTR icon
668
Landstar System
LSTR
$4.4B
$95.9K 0.01%
+690
SRRK icon
669
Scholar Rock
SRRK
$2.69B
$94.4K 0.01%
+2,665
NTAP icon
670
NetApp
NTAP
$23.1B
$94.3K 0.01%
+885
KMI icon
671
Kinder Morgan
KMI
$57.7B
$94.3K 0.01%
+3,206
MDGL icon
672
Madrigal Pharmaceuticals
MDGL
$10.6B
$94.1K 0.01%
+311
ITT icon
673
ITT
ITT
$14.7B
$93.6K 0.01%
+597
BWXT icon
674
BWX Technologies
BWXT
$18.1B
$93.1K 0.01%
+646
CMI icon
675
Cummins
CMI
$60.5B
$93K 0.01%
+284