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
676
$39K 0.01%
910
+245
677
$39K 0.01%
710
+3
678
$38K 0.01%
990
+478
679
$38K 0.01%
+1,420
680
$38K 0.01%
518
-56
681
$38K 0.01%
2,103
682
$37K 0.01%
279
-269
683
$37K 0.01%
455
-28
684
$37K 0.01%
1,340
-2
685
$37K 0.01%
886
-2
686
$37K 0.01%
865
+319
687
$36K 0.01%
1,674
+773
688
$36K 0.01%
+723
689
$36K 0.01%
1,525
-578
690
$36K 0.01%
1,319
+1,126
691
$36K 0.01%
361
692
$36K 0.01%
1,190
693
$35K 0.01%
645
694
$35K 0.01%
+555
695
$35K 0.01%
293
696
$35K 0.01%
2,427
-1,100
697
$35K 0.01%
+1,019
698
$35K 0.01%
461
+145
699
$35K 0.01%
672
-7,638
700
$35K 0.01%
450
26 27
28
29 30