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
76
$1.72M 0.33%
78,980
+8
77
$1.72M 0.32%
16,495
78
$1.66M 0.31%
15,812
+6,597
79
$1.66M 0.31%
21,051
+855
80
$1.65M 0.31%
19,801
+1,176
81
$1.63M 0.31%
11,489
-3,042
82
$1.63M 0.31%
12,040
+150
83
$1.58M 0.3%
46,554
+14,314
84
$1.57M 0.3%
12,976
+752
85
$1.54M 0.29%
15,600
+362
86
$1.52M 0.29%
13,892
+435
87
$1.49M 0.28%
64,540
-210
88
$1.48M 0.28%
10,574
-1,892
89
$1.46M 0.28%
13,939
+254
90
$1.41M 0.27%
23,423
+2,230
91
$1.38M 0.26%
9,093
92
$1.32M 0.25%
42,700
-1
93
$1.31M 0.25%
10,928
+71
94
$1.31M 0.25%
28,650
-50
95
$1.31M 0.25%
9,091
-292
96
$1.27M 0.24%
+31,734
97
$1.26M 0.24%
22,445
-237
98
$1.25M 0.24%
17,521
+1,259
99
$1.25M 0.24%
25,668
-2,628
100
$1.24M 0.24%
14,924
+1,732
2 3
4
5 6