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
IDU icon
1001
iShares US Utilities ETF
IDU
$1.65B
$24.7K ﹤0.01%
+236
CSL icon
1002
Carlisle Companies
CSL
$13.7B
$24.6K ﹤0.01%
+66
PCG icon
1003
PG&E
PCG
$35.5B
$24.5K ﹤0.01%
+1,758
NRG icon
1004
NRG Energy
NRG
$32.5B
$24.4K ﹤0.01%
152
-9,987
TPL icon
1005
Texas Pacific Land
TPL
$21B
$24.3K ﹤0.01%
+23
YOU icon
1006
Clear Secure
YOU
$2.95B
$24.3K ﹤0.01%
+874
PAYO icon
1007
Payoneer
PAYO
$2.09B
$24.2K ﹤0.01%
+3,530
IBP icon
1008
Installed Building Products
IBP
$6.46B
$24.2K ﹤0.01%
+134
ADC icon
1009
Agree Realty
ADC
$8.31B
$24K ﹤0.01%
+328
DKNG icon
1010
DraftKings
DKNG
$14.2B
$23.4K ﹤0.01%
+546
DD icon
1011
DuPont de Nemours
DD
$15.8B
$23.4K ﹤0.01%
+341
K icon
1012
Kellanova
K
$28.9B
$23.4K ﹤0.01%
+294
IGRO icon
1013
iShares International Dividend Growth ETF
IGRO
$1.18B
$23.4K ﹤0.01%
+296
WHR icon
1014
Whirlpool
WHR
$3.96B
$23.2K ﹤0.01%
+229
IGEB icon
1015
iShares Investment Grade Systematic Bond ETF
IGEB
$1.38B
$23.2K ﹤0.01%
+510
BTDR icon
1016
Bitdeer Technologies
BTDR
$4.56B
$23K ﹤0.01%
+2,000
CLOA icon
1017
BlackRock ETF Trust II iShares AAA CLO Active ETF
CLOA
$1.26B
$22.9K ﹤0.01%
+442
HUN icon
1018
Huntsman Corp
HUN
$1.37B
$22.9K ﹤0.01%
+2,200
EXAS icon
1019
Exact Sciences
EXAS
$13.2B
$22.6K ﹤0.01%
+425
MVBF icon
1020
MVB Financial
MVBF
$327M
$22.5K ﹤0.01%
+1,000
ZS icon
1021
Zscaler
ZS
$52B
$22.3K ﹤0.01%
+71
RGEN icon
1022
Repligen
RGEN
$8.27B
$22.3K ﹤0.01%
+179
EQR icon
1023
Equity Residential
EQR
$22.6B
$22.2K ﹤0.01%
+329
Z icon
1024
Zillow
Z
$17.7B
$21.9K ﹤0.01%
+313
CWEN icon
1025
Clearway Energy Class C
CWEN
$3.83B
$21.8K ﹤0.01%
+682