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
751
$24K ﹤0.01%
+380
752
$24K ﹤0.01%
88
753
$23K ﹤0.01%
713
754
$23K ﹤0.01%
2,012
755
$23K ﹤0.01%
+456
756
$23K ﹤0.01%
+243
757
$23K ﹤0.01%
+271
758
$23K ﹤0.01%
619
759
$23K ﹤0.01%
163
760
$23K ﹤0.01%
1,180
761
$23K ﹤0.01%
345
762
$23K ﹤0.01%
582
763
$23K ﹤0.01%
+1,439
764
$23K ﹤0.01%
+255
765
$22K ﹤0.01%
237
766
$22K ﹤0.01%
3,000
767
$22K ﹤0.01%
805
768
$22K ﹤0.01%
588
-8,370
769
$22K ﹤0.01%
331
770
$22K ﹤0.01%
+600
771
$22K ﹤0.01%
786
772
$22K ﹤0.01%
843
+4
773
$22K ﹤0.01%
2,022
774
$21K ﹤0.01%
130
+35
775
$21K ﹤0.01%
1,355
29 30
31
32 33