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
$919M
AUM Growth
-$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
515
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$6.19M
3
+$5.91M
4
SWKS icon
Skyworks Solutions
SWKS
+$4.77M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.19M

Top Sells

1
+$7.96M
2
+$7.38M
3
+$6.48M
4
DFS
Discover Financial Services
DFS
+$4.71M
5
DAL icon
Delta Air Lines
DAL
+$1.39M

Sector Composition

1 Technology 30.86%
2 Financials 9.47%
3 Healthcare 9%
4 Communication Services 6.96%
5 Consumer Discretionary 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.78M 0.3%
2,189
+1,146
77
$2.64M 0.29%
160,943
-3,263
78
$2.63M 0.29%
40,158
+498
79
$2.6M 0.28%
32,019
+186
80
$2.57M 0.28%
37,285
-25
81
$2.54M 0.28%
31,923
+4,823
82
$2.54M 0.28%
8,409
-70
83
$2.54M 0.28%
23,250
-127
84
$2.5M 0.27%
14,765
-104
85
$2.5M 0.27%
9,168
-230
86
$2.47M 0.27%
25,502
+6,591
87
$2.43M 0.26%
2,192
-5
88
$2.4M 0.26%
23,539
+4,527
89
$2.36M 0.26%
11,772
+2,281
90
$2.35M 0.26%
24,999
+1,189
91
$2.35M 0.26%
22,831
+325
92
$2.32M 0.25%
5,229
-11
93
$2.31M 0.25%
13,206
-158
94
$2.31M 0.25%
16,489
+953
95
$2.29M 0.25%
31,661
-4,062
96
$2.29M 0.25%
56,030
-36
97
$2.28M 0.25%
6,121
+674
98
$2.17M 0.24%
11,889
-175
99
$2.13M 0.23%
13,646
100
$2.08M 0.23%
43,731
-20,415
2 3
4
5 6