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
BALI icon
951
iShares U.S. Large Cap Premium Income Active ETF
BALI
$439M
$30.1K ﹤0.01%
+999
UPWK icon
952
Upwork
UPWK
$2.35B
$30K ﹤0.01%
+2,233
SLYG icon
953
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$3.5B
$29.8K ﹤0.01%
+336
BUG icon
954
Global X Cybersecurity ETF
BUG
$1.08B
$29.7K ﹤0.01%
+801
BPMC
955
DELISTED
Blueprint Medicines
BPMC
$29.6K ﹤0.01%
+231
ICLN icon
956
iShares Global Clean Energy ETF
ICLN
$1.86B
$29.6K ﹤0.01%
+2,257
VKTX icon
957
Viking Therapeutics
VKTX
$3.91B
$29.4K ﹤0.01%
+1,110
EXC icon
958
Exelon
EXC
$46.8B
$29.3K ﹤0.01%
+674
FNDF icon
959
Schwab Fundamental International Large Company Index ETF
FNDF
$18.3B
$29.1K ﹤0.01%
+728
DRI icon
960
Darden Restaurants
DRI
$21B
$29K ﹤0.01%
+133
IJK icon
961
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.16B
$28.9K ﹤0.01%
+318
FNF icon
962
Fidelity National Financial
FNF
$15.2B
$28.9K ﹤0.01%
+516
HYGW icon
963
iShares High Yield Corporate Bond BuyWrite Strategy ETF
HYGW
$228M
$28.8K ﹤0.01%
+941
CSGS icon
964
CSG Systems International
CSGS
$2.14B
$28.7K ﹤0.01%
+440
URNM icon
965
Sprott Uranium Miners ETF
URNM
$1.91B
$28.7K ﹤0.01%
+598
AWK icon
966
American Water Works
AWK
$25B
$28.5K ﹤0.01%
+205
SYK icon
967
Stryker
SYK
$139B
$28.2K ﹤0.01%
+71
OKLO
968
Oklo
OKLO
$16.6B
$28K ﹤0.01%
+500
SJM icon
969
J.M. Smucker
SJM
$11.1B
$27.8K ﹤0.01%
+283
FLO icon
970
Flowers Foods
FLO
$2.54B
$27.7K ﹤0.01%
+1,734
CBT icon
971
Cabot Corp
CBT
$3.24B
$27.7K ﹤0.01%
+369
MAS icon
972
Masco
MAS
$13.1B
$27.6K ﹤0.01%
+429
WFRD icon
973
Weatherford International
WFRD
$5.27B
$27.4K ﹤0.01%
+545
HEFA icon
974
iShares Currency Hedged MSCI EAFE ETF
HEFA
$6.7B
$27.3K ﹤0.01%
718
-20,372
CSW
975
CSW Industrials
CSW
$3.97B
$27.2K ﹤0.01%
+95