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
FR icon
876
First Industrial Realty Trust
FR
$7.29B
$40K ﹤0.01%
+831
POWI icon
877
Power Integrations
POWI
$2.19B
$40K ﹤0.01%
+715
OPCH icon
878
Option Care Health
OPCH
$4.29B
$39.9K ﹤0.01%
+1,229
IWS icon
879
iShares Russell Mid-Cap Value ETF
IWS
$13.9B
$39.6K ﹤0.01%
+300
EIG icon
880
Employers Holdings
EIG
$843M
$39.5K ﹤0.01%
+837
MRTN icon
881
Marten Transport
MRTN
$818M
$39.4K ﹤0.01%
+3,032
NUE icon
882
Nucor
NUE
$33.1B
$39.4K ﹤0.01%
+304
GLPI icon
883
Gaming and Leisure Properties
GLPI
$12.8B
$39K ﹤0.01%
+836
D icon
884
Dominion Energy
D
$50.7B
$39K ﹤0.01%
+690
WTW icon
885
Willis Towers Watson
WTW
$30.9B
$38.6K ﹤0.01%
+126
RELX icon
886
RELX
RELX
$80.6B
$38.5K ﹤0.01%
+708
GLW icon
887
Corning
GLW
$73.1B
$38.4K ﹤0.01%
+730
PNFP icon
888
Pinnacle Financial Partners
PNFP
$6.65B
$38.2K ﹤0.01%
+346
QLD icon
889
ProShares Ultra QQQ
QLD
$10.4B
$37.9K ﹤0.01%
+322
ROST icon
890
Ross Stores
ROST
$52.8B
$37.8K ﹤0.01%
+296
VICI icon
891
VICI Properties
VICI
$32.3B
$37.6K ﹤0.01%
+1,154
GTY
892
Getty Realty Corp
GTY
$1.57B
$37.5K ﹤0.01%
+1,357
EXR icon
893
Extra Space Storage
EXR
$27.9B
$37.3K ﹤0.01%
+253
SW
894
Smurfit Westrock
SW
$19B
$37.2K ﹤0.01%
863
-6,559
SNDR icon
895
Schneider National
SNDR
$3.84B
$36.9K ﹤0.01%
+1,526
ALNY icon
896
Alnylam Pharmaceuticals
ALNY
$55.9B
$36.8K ﹤0.01%
+113
TENB icon
897
Tenable Holdings
TENB
$3.37B
$36.8K ﹤0.01%
+1,089
FCPT icon
898
Four Corners Property Trust
FCPT
$2.53B
$36.7K ﹤0.01%
+1,362
HYG icon
899
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18B
$36.6K ﹤0.01%
+454
QSR icon
900
Restaurant Brands International
QSR
$21.7B
$36.2K ﹤0.01%
+546