We are live on ! Find out more
MYIA

Mount Yale Investment Advisors Portfolio holdings

AUM $4.21B
1-Year Est. Return 21.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.21B
AUM Growth
+$2.13B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,128
New
Increased
Reduced
Closed

Sector Composition

1 Technology 14.88%
2 Financials 7.37%
3 Healthcare 5.58%
4 Consumer Discretionary 5.54%
5 Industrials 4.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SAIA icon
726
Saia
SAIA
$12.2B
$487K 0.01%
1,386
+376
BFAM icon
727
Bright Horizons
BFAM
$3.41B
$484K 0.01%
5,899
+2,145
BAH icon
728
Booz Allen Hamilton
BAH
$8.87B
$482K 0.01%
6,182
-1,583
VOT icon
729
Vanguard Mid-Cap Growth ETF
VOT
$19.5B
$478K 0.01%
1,856
+368
PBR icon
730
Petrobras
PBR
$110B
$472K 0.01%
+22,727
UTI icon
731
Universal Technical Institute
UTI
$2.12B
$471K 0.01%
+13,050
SONY icon
732
Sony
SONY
$120B
$471K 0.01%
22,748
-4,684
SBIO icon
733
ALPS Medical Breakthroughs ETF
SBIO
$156M
$467K 0.01%
8,915
-48
LNG icon
734
Cheniere Energy
LNG
$48.4B
$465K 0.01%
+1,640
QLTA icon
735
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.47B
$462K 0.01%
9,711
+3,075
NUE icon
736
Nucor
NUE
$59B
$460K 0.01%
+2,714
D icon
737
Dominion Energy
D
$60.2B
$460K 0.01%
+7,444
SHG icon
738
Shinhan Financial Group
SHG
$33.5B
$458K 0.01%
+7,464
WF icon
739
Woori Financial
WF
$16B
$457K 0.01%
+6,851
SM icon
740
SM Energy
SM
$6.73B
$457K 0.01%
+14,660
PLXS icon
741
Plexus
PLXS
$7.79B
$457K 0.01%
+2,256
TM icon
742
Toyota
TM
$211B
$456K 0.01%
2,213
+650
WTFC icon
743
Wintrust Financial
WTFC
$10.6B
$456K 0.01%
+3,279
CDW icon
744
CDW
CDW
$16.6B
$451K 0.01%
+3,724
HDB icon
745
HDFC Bank
HDB
$130B
$450K 0.01%
18,101
-8,712
ESE icon
746
ESCO Technologies
ESE
$8.54B
$450K 0.01%
+1,598
LMUB
747
iShares Long-Term National Muni Bond ETF
LMUB
$1.64B
$449K 0.01%
+8,996
APTV icon
748
Aptiv
APTV
$13.9B
$449K 0.01%
+6,465
JKHY icon
749
Jack Henry & Associates
JKHY
$9.19B
$448K 0.01%
2,835
+98
SOLV icon
750
Solventum
SOLV
$13.3B
$448K 0.01%
6,857
+2,461