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
726
$28K 0.01%
354
+240
727
$28K 0.01%
+1,130
728
$28K 0.01%
268
+8
729
$28K 0.01%
188
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730
$28K 0.01%
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731
$28K 0.01%
373
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732
$27K 0.01%
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733
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879
734
$27K 0.01%
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735
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736
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737
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739
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$26K ﹤0.01%
125
741
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529
742
$26K ﹤0.01%
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$25K ﹤0.01%
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748
$25K ﹤0.01%
237
749
$24K ﹤0.01%
1,140
750
$24K ﹤0.01%
216
28 29
30
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