MYIA

Mount Yale Investment Advisors Portfolio holdings

AUM $1.44B
1-Year Est. Return 17.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.14%
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
776
$21K ﹤0.01%
1,355
777
$21K ﹤0.01%
366
-34
778
$21K ﹤0.01%
618
-6
779
$21K ﹤0.01%
535
780
$21K ﹤0.01%
329
-4,333
781
$21K ﹤0.01%
700
782
$21K ﹤0.01%
509
+240
783
$20K ﹤0.01%
840
784
$20K ﹤0.01%
345
785
$20K ﹤0.01%
200
-25
786
$20K ﹤0.01%
379
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787
$20K ﹤0.01%
140
788
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307
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789
$20K ﹤0.01%
+534
790
$20K ﹤0.01%
533
791
$20K ﹤0.01%
384
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301
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$19K ﹤0.01%
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795
$19K ﹤0.01%
3,000
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796
$19K ﹤0.01%
553
797
$19K ﹤0.01%
+4,075
798
$19K ﹤0.01%
987
-75
799
$19K ﹤0.01%
400
800
$19K ﹤0.01%
234
-35
30 31
32
33 34