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
$1.24B
AUM Growth
+$197M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
609
New
Increased
Reduced
Closed

Top Buys

1
+$69.9M
2
+$52.9M
3
+$37.3M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$30.9M
5
BIDD
iShares International Dividend Active ETF
BIDD
+$11.8M

Top Sells

1
+$30.9M
2
+$6.82M
3
+$5.77M
4
DG icon
Dollar General
DG
+$4.6M
5
SWKS icon
Skyworks Solutions
SWKS
+$4.44M

Sector Composition

1 Technology 24.55%
2 Financials 8.63%
3 Communication Services 6.69%
4 Consumer Discretionary 5.89%
5 Healthcare 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.54M 0.37%
20,530
+1,839
52
$4.49M 0.36%
12,388
+580
53
$4.4M 0.36%
71,758
+16,596
54
$4.38M 0.35%
536
55
$4.31M 0.35%
84,106
-22,015
56
$4.2M 0.34%
13,292
+2,650
57
$4.2M 0.34%
59,708
+20,118
58
$4.1M 0.33%
19,006
+1,583
59
$4.08M 0.33%
4,576
+1,322
60
$4.05M 0.33%
105,721
+66,016
61
$4.03M 0.33%
16,367
+11,057
62
$3.91M 0.32%
68,818
-6,956
63
$3.78M 0.31%
11,685
-7,625
64
$3.78M 0.3%
27,445
-4,713
65
$3.62M 0.29%
61,198
+4,084
66
$3.59M 0.29%
+59,392
67
$3.58M 0.29%
+49,562
68
$3.49M 0.28%
25,816
+20,188
69
$3.45M 0.28%
7,351
+6,820
70
$3.44M 0.28%
328,939
-96,883
71
$3.43M 0.28%
28,689
-7,518
72
$3.41M 0.28%
5,960
+529
73
$3.39M 0.27%
9,450
-1,889
74
$3.37M 0.27%
34,796
+3,562
75
$3.37M 0.27%
58,631
-17,509
1 2
3
4 5