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
$919M
AUM Growth
-$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
515
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$6.19M
3
+$5.91M
4
SWKS icon
Skyworks Solutions
SWKS
+$4.77M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.19M

Top Sells

1
+$7.96M
2
+$7.38M
3
+$6.48M
4
DFS
Discover Financial Services
DFS
+$4.71M
5
DAL icon
Delta Air Lines
DAL
+$1.39M

Sector Composition

1 Technology 30.86%
2 Financials 9.47%
3 Healthcare 9%
4 Communication Services 6.96%
5 Consumer Discretionary 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.05M 0.44%
72,352
+7,106
52
$3.96M 0.43%
123,769
53
$3.83M 0.42%
10,697
-1,562
54
$3.83M 0.42%
56,511
-5,286
55
$3.77M 0.41%
12,769
-266
56
$3.73M 0.41%
23,195
+3,027
57
$3.72M 0.4%
21,053
+157
58
$3.5M 0.38%
80,570
+8,060
59
$3.47M 0.38%
70,083
+1,422
60
$3.46M 0.38%
23,210
+2,278
61
$3.44M 0.37%
20,035
-105
62
$3.41M 0.37%
24,340
-96
63
$3.37M 0.37%
21,655
-5,544
64
$3.37M 0.37%
33,243
+434
65
$3.34M 0.36%
21,177
-465
66
$3.33M 0.36%
5,665
-206
67
$3.3M 0.36%
14,343
-302
68
$3.21M 0.35%
34,213
-8,993
69
$3.2M 0.35%
536
70
$3.05M 0.33%
13,904
-374
71
$2.95M 0.32%
14,632
-304
72
$2.9M 0.32%
73,218
-271
73
$2.9M 0.31%
32,041
+1,093
74
$2.88M 0.31%
124,389
-5,448
75
$2.8M 0.3%
8,656
-66
1 2
3
4 5