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
801
$19K ﹤0.01%
209
+70
802
$19K ﹤0.01%
200
803
$19K ﹤0.01%
137
+62
804
$19K ﹤0.01%
1,159
-5
805
$19K ﹤0.01%
149
+72
806
$19K ﹤0.01%
492
-2
807
$18K ﹤0.01%
450
808
$18K ﹤0.01%
341
+153
809
$18K ﹤0.01%
195
+88
810
$18K ﹤0.01%
128
-647
811
$18K ﹤0.01%
239
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812
$18K ﹤0.01%
+196
813
$18K ﹤0.01%
337
814
$18K ﹤0.01%
147
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815
$18K ﹤0.01%
747
+335
816
$18K ﹤0.01%
369
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817
$17K ﹤0.01%
260
818
$17K ﹤0.01%
421
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819
$17K ﹤0.01%
931
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820
$17K ﹤0.01%
330
+314
821
$17K ﹤0.01%
495
+222
822
$17K ﹤0.01%
85
-1
823
$17K ﹤0.01%
305
+137
824
$17K ﹤0.01%
143
+54
825
$17K ﹤0.01%
+321
31 32
33
34 35