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
876
$8K ﹤0.01%
100
877
$8K ﹤0.01%
550
878
$7K ﹤0.01%
281
879
$7K ﹤0.01%
317
-22,254
880
$7K ﹤0.01%
44
-902
881
$7K ﹤0.01%
249
-2,446
882
$7K ﹤0.01%
517
883
$7K ﹤0.01%
+10,205
884
$6K ﹤0.01%
1,440
-1,365
885
$6K ﹤0.01%
31
886
$6K ﹤0.01%
135
887
$6K ﹤0.01%
75
888
$6K ﹤0.01%
50
889
$5K ﹤0.01%
+68
890
$5K ﹤0.01%
84
891
$5K ﹤0.01%
112
892
$4K ﹤0.01%
+4
893
$4K ﹤0.01%
140
894
$4K ﹤0.01%
133
895
$4K ﹤0.01%
+45
896
$4K ﹤0.01%
100
897
$4K ﹤0.01%
36
-3,020
898
$4K ﹤0.01%
49
899
$4K ﹤0.01%
+114
900
$4K ﹤0.01%
+201
34 35
36
37 38