MYIA

Mount Yale Investment Advisors Portfolio holdings

AUM $1.44B
1-Year Est. Return 17.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.14%
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
$75.8B
$104K 0.01%
+420
DINO icon
652
HF Sinclair
DINO
$9.56B
$103K 0.01%
+2,507
NSP icon
653
Insperity
NSP
$1.61B
$103K 0.01%
+1,710
OTIS icon
654
Otis Worldwide
OTIS
$33.3B
$102K 0.01%
+1,034
AUB icon
655
Atlantic Union Bankshares
AUB
$5.51B
$102K 0.01%
+3,254
PHM icon
656
Pultegroup
PHM
$24.4B
$101K 0.01%
+961
F icon
657
Ford
F
$55.3B
$101K 0.01%
+9,335
HFXI icon
658
NYLI FTSE International Equity Currency Neutral ETF
HFXI
$1.3B
$101K 0.01%
+3,428
ITUB icon
659
Itaú Unibanco
ITUB
$94.7B
$100K 0.01%
15,241
+342
TTC icon
660
Toro Company
TTC
$8.96B
$100K 0.01%
+1,417
CRNX icon
661
Crinetics Pharmaceuticals
CRNX
$5.12B
$100K 0.01%
+3,481
VNT icon
662
Vontier
VNT
$5.44B
$99.8K 0.01%
+2,705
GOLF icon
663
Acushnet Holdings
GOLF
$5.69B
$99.5K 0.01%
+1,367
IWR icon
664
iShares Russell Mid-Cap ETF
IWR
$47.4B
$99.5K 0.01%
+1,082
ATKR icon
665
Atkore
ATKR
$2.34B
$96.7K 0.01%
+1,370
AEIS icon
666
Advanced Energy
AEIS
$9.64B
$96.6K 0.01%
+729
NBIX icon
667
Neurocrine Biosciences
NBIX
$13.6B
$96.5K 0.01%
+768
LSTR icon
668
Landstar System
LSTR
$5.09B
$95.9K 0.01%
+690
SRRK icon
669
Scholar Rock
SRRK
$4.52B
$94.4K 0.01%
+2,665
NTAP icon
670
NetApp
NTAP
$19.1B
$94.3K 0.01%
+885
KMI icon
671
Kinder Morgan
KMI
$67.8B
$94.3K 0.01%
+3,206
MDGL icon
672
Madrigal Pharmaceuticals
MDGL
$11.1B
$94.1K 0.01%
+311
ITT icon
673
ITT
ITT
$15.7B
$93.6K 0.01%
+597
BWXT icon
674
BWX Technologies
BWXT
$18.8B
$93.1K 0.01%
+646
CMI icon
675
Cummins
CMI
$79.9B
$93K 0.01%
+284