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
$1.28B
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,513
New
Increased
Reduced
Closed

Top Buys

1 +$30.2M
2 +$24.7M
3 +$14M
4
AAPL icon
Apple
AAPL
+$3.07M
5
PM icon
Philip Morris
PM
+$2.63M

Top Sells

1 +$28.1M
2 +$22.8M
3 +$13.2M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.39M
5
LRCX icon
Lam Research
LRCX
+$4.37M

Sector Composition

1 Technology 22.24%
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
INCY icon
751
Incyte
INCY
$20.8B
$63.5K 0.01%
+932
CTVA icon
752
Corteva
CTVA
$43.2B
$63.3K ﹤0.01%
+849
EXP icon
753
Eagle Materials
EXP
$6.64B
$63.3K ﹤0.01%
+313
GTLB icon
754
GitLab
GTLB
$7.64B
$63K ﹤0.01%
+1,396
MTCH icon
755
Match Group
MTCH
$7.99B
$62.9K ﹤0.01%
+2,035
OHI icon
756
Omega Healthcare
OHI
$12.7B
$62.9K ﹤0.01%
+1,715
DIVB icon
757
iShares Core Dividend ETF
DIVB
$1B
$62.8K ﹤0.01%
+1,248
RMD icon
758
ResMed
RMD
$35.8B
$62.7K ﹤0.01%
243
-2,629
ZION icon
759
Zions Bancorporation
ZION
$7.66B
$62.3K ﹤0.01%
+1,199
IJJ icon
760
iShares S&P Mid-Cap 400 Value ETF
IJJ
$7.88B
$61K ﹤0.01%
+494
IDYA icon
761
IDEAYA Biosciences
IDYA
$2.6B
$60.8K ﹤0.01%
+2,893
MSCI icon
762
MSCI
MSCI
$43B
$60.6K ﹤0.01%
+105
HLT icon
763
Hilton Worldwide
HLT
$61.5B
$60.5K ﹤0.01%
+227
NGVT icon
764
Ingevity
NGVT
$1.99B
$60.4K ﹤0.01%
+1,401
DLB icon
765
Dolby
DLB
$6.27B
$60K ﹤0.01%
+808
CCL icon
766
Carnival Corp
CCL
$35.3B
$59.8K ﹤0.01%
+2,128
EXEL icon
767
Exelixis
EXEL
$10.9B
$59.8K ﹤0.01%
+1,357
AMCR icon
768
Amcor
AMCR
$18.6B
$59.8K ﹤0.01%
+6,506
CERT icon
769
Certara
CERT
$1.86B
$59.4K ﹤0.01%
+5,081
REGN icon
770
Regeneron Pharmaceuticals
REGN
$67.7B
$59.3K ﹤0.01%
+113
WY icon
771
Weyerhaeuser
WY
$16.2B
$59.1K ﹤0.01%
+2,301
MQT icon
772
BlackRock MuniYield Quality Fund II
MQT
$222M
$58.8K ﹤0.01%
+6,100
DBX icon
773
Dropbox
DBX
$7.86B
$58.8K ﹤0.01%
+2,055
LKQ icon
774
LKQ Corp
LKQ
$7.89B
$58.5K ﹤0.01%
+1,581
IVOO icon
775
Vanguard S&P Mid-Cap 400 ETF
IVOO
$2.81B
$58.5K ﹤0.01%
+557