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
WDAY icon
776
Workday
WDAY
$62.1B
$58.3K ﹤0.01%
+243
XYZ
777
Block Inc
XYZ
$45.1B
$58.3K ﹤0.01%
+858
TTWO icon
778
Take-Two Interactive
TTWO
$46.8B
$57.6K ﹤0.01%
+237
BWIN
779
Baldwin Insurance Group
BWIN
$1.81B
$57.5K ﹤0.01%
+1,344
JCPB icon
780
JPMorgan Core Plus Bond ETF
JCPB
$7.8B
$57.5K ﹤0.01%
+1,221
MOD icon
781
Modine Manufacturing
MOD
$8.13B
$57.3K ﹤0.01%
+582
MGRC icon
782
McGrath RentCorp
MGRC
$2.66B
$57.3K ﹤0.01%
+494
VBR icon
783
Vanguard Small-Cap Value ETF
VBR
$31.1B
$56.5K ﹤0.01%
+290
AXON icon
784
Axon Enterprise
AXON
$51B
$56.3K ﹤0.01%
+68
IGV icon
785
iShares Expanded Tech-Software Sector ETF
IGV
$9.97B
$56.2K ﹤0.01%
+513
RH icon
786
RH
RH
$3.15B
$56.1K ﹤0.01%
+297
ALE icon
787
Allete
ALE
$3.91B
$56.1K ﹤0.01%
+876
SO icon
788
Southern Company
SO
$101B
$56.1K ﹤0.01%
+611
APPF icon
789
AppFolio
APPF
$9.2B
$55.3K ﹤0.01%
+240
PWR icon
790
Quanta Services
PWR
$68.1B
$55.2K ﹤0.01%
+146
EAGG icon
791
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.16B
$55.2K ﹤0.01%
+1,161
EVR icon
792
Evercore
EVR
$11.7B
$55K ﹤0.01%
204
-1,649
SHV icon
793
iShares Short Treasury Bond ETF
SHV
$20.7B
$55K ﹤0.01%
+498
RARE icon
794
Ultragenyx Pharmaceutical
RARE
$3.01B
$54.9K ﹤0.01%
+1,509
TEL icon
795
TE Connectivity
TEL
$73.5B
$54.5K ﹤0.01%
+323
LH icon
796
Labcorp
LH
$20.7B
$54.1K ﹤0.01%
+206
EBAY icon
797
eBay
EBAY
$36.5B
$53.9K ﹤0.01%
+724
CVS icon
798
CVS Health
CVS
$100B
$53.7K ﹤0.01%
+778
STZ icon
799
Constellation Brands
STZ
$22.9B
$53.5K ﹤0.01%
+329
PLNT icon
800
Planet Fitness
PLNT
$7.7B
$53.1K ﹤0.01%
+487