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
51
$2.48M 0.47%
67,785
+385
52
$2.43M 0.46%
11,742
-56
53
$2.41M 0.46%
86,224
+11,759
54
$2.32M 0.44%
113,796
-352
55
$2.3M 0.44%
27,796
+3,574
56
$2.28M 0.43%
189,856
-12,504
57
$2.24M 0.42%
11,504
-26,926
58
$2.24M 0.42%
61,390
+689
59
$2.22M 0.42%
147,625
60
$2.18M 0.41%
+149,400
61
$2.11M 0.4%
19,400
+1,517
62
$2.01M 0.38%
82,960
-1,000
63
$1.97M 0.37%
14,845
+574
64
$1.97M 0.37%
23,123
+344
65
$1.96M 0.37%
10,562
-21
66
$1.96M 0.37%
23,470
+4,078
67
$1.94M 0.37%
55,244
-519
68
$1.89M 0.36%
16,845
-68
69
$1.85M 0.35%
53,761
+19,811
70
$1.85M 0.35%
17,733
-184
71
$1.83M 0.35%
68,681
+4,695
72
$1.81M 0.34%
36,407
+21,373
73
$1.76M 0.33%
40,063
+338
74
$1.76M 0.33%
8,910
-170
75
$1.73M 0.33%
34,600
+142
1 2
3
4 5