MYIA

Mount Yale Investment Advisors Portfolio holdings

AUM $2.08B
1-Year Est. Return 17.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.92%
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
+$28.3M
2
+$22.3M
3
+$13.3M
4
AAPL icon
Apple
AAPL
+$3.02M
5
PM icon
Philip Morris
PM
+$2.48M

Top Sells

1
+$26.9M
2
+$20.5M
3
+$12.7M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.06M
5
LRCX icon
Lam Research
LRCX
+$3.56M

Sector Composition

1 Technology 22.26%
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
51
$4.48M 0.35%
24,122
-2,952
52
$4.47M 0.35%
14,085
+1,717
53
$4.43M 0.35%
20,268
+1,024
54
$4.43M 0.35%
8,854
+1,988
55
$4.35M 0.34%
33,150
-10,150
56
$4.24M 0.33%
37,823
-1,351
57
$4.14M 0.32%
26,025
-1,469
58
$4.11M 0.32%
65,483
+4,848
59
$4.1M 0.32%
12,054
-108
60
$4.07M 0.32%
37,278
-2,821
61
$4.05M 0.32%
11,045
-1,118
62
$4.05M 0.32%
113,410
-3,624
63
$4.03M 0.31%
11,509
-1,241
64
$3.99M 0.31%
57,442
-7,935
65
$3.97M 0.31%
537
+1
66
$3.81M 0.3%
5,386
+74
67
$3.75M 0.29%
20,464
+295
68
$3.75M 0.29%
62,386
+26,677
69
$3.71M 0.29%
43,639
-2,788
70
$3.66M 0.29%
7,808
-93
71
$3.65M 0.29%
283,162
-11,395
72
$3.53M 0.28%
32,534
-1,590
73
$3.49M 0.27%
54,517
+1,898
74
$3.48M 0.27%
38,877
+5
75
$3.39M 0.26%
14,424
-382
1 2
3
4 5