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
$1.24B
AUM Growth
+$197M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
609
New
Increased
Reduced
Closed

Top Buys

1
+$69.9M
2
+$52.9M
3
+$37.3M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$30.9M
5
BIDD
iShares International Dividend Active ETF
BIDD
+$11.8M

Top Sells

1
+$30.9M
2
+$6.82M
3
+$5.77M
4
DG icon
Dollar General
DG
+$4.6M
5
SWKS icon
Skyworks Solutions
SWKS
+$4.44M

Sector Composition

1 Technology 24.55%
2 Financials 8.63%
3 Communication Services 6.69%
4 Consumer Discretionary 5.89%
5 Healthcare 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.21M 0.26%
20,909
+13,307
77
$3.18M 0.26%
19,112
+3,479
78
$3.15M 0.25%
41,621
+2,211
79
$3.12M 0.25%
55,130
+532
80
$3.11M 0.25%
4,030
81
$3.11M 0.25%
21,463
+10,442
82
$3.11M 0.25%
13,847
-10,433
83
$3.09M 0.25%
14,016
-1,153
84
$3.04M 0.25%
28,677
+4,114
85
$2.96M 0.24%
147,542
+15,467
86
$2.93M 0.24%
44,653
-3,162
87
$2.92M 0.24%
14,056
+8,224
88
$2.9M 0.23%
18,687
-9,415
89
$2.9M 0.23%
33,708
-6,725
90
$2.86M 0.23%
14,994
-1,704
91
$2.82M 0.23%
4,817
+1,289
92
$2.82M 0.23%
24,915
+1,262
93
$2.74M 0.22%
3,960
+1,098
94
$2.69M 0.22%
20,381
-4,390
95
$2.66M 0.21%
18,372
-52
96
$2.66M 0.21%
20,643
-1,086
97
$2.52M 0.2%
19,617
+7,543
98
$2.48M 0.2%
43,248
+48
99
$2.48M 0.2%
55,657
-160
100
$2.45M 0.2%
15,049
+11,593
2 3
4
5 6