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
VIRT icon
1076
Virtu Financial
VIRT
$2.95B
$16.3K ﹤0.01%
+363
AVB icon
1077
AvalonBay Communities
AVB
$25.1B
$15.9K ﹤0.01%
+78
DTM icon
1078
DT Midstream
DTM
$11.2B
$15.8K ﹤0.01%
+144
TOL icon
1079
Toll Brothers
TOL
$12.9B
$15.5K ﹤0.01%
+136
WFC.PRL icon
1080
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
$4.91B
$15.3K ﹤0.01%
+13
VBK icon
1081
Vanguard Small-Cap Growth ETF
VBK
$20.3B
$15.2K ﹤0.01%
+55
ALV icon
1082
Autoliv
ALV
$9.09B
$15.1K ﹤0.01%
+135
CMS icon
1083
CMS Energy
CMS
$22.2B
$15K ﹤0.01%
+216
SILA
1084
Sila Realty Trust
SILA
$1.31B
$15K ﹤0.01%
+632
BN icon
1085
Brookfield
BN
$102B
$14.9K ﹤0.01%
+242
KIM icon
1086
Kimco Realty
KIM
$13.8B
$14.9K ﹤0.01%
+711
VFC icon
1087
VF Corp
VFC
$5.38B
$14.9K ﹤0.01%
+1,271
TXT icon
1088
Textron
TXT
$14.1B
$14.8K ﹤0.01%
+184
FHN icon
1089
First Horizon
FHN
$10.6B
$14.7K ﹤0.01%
+693
CRSP icon
1090
CRISPR Therapeutics
CRSP
$5.13B
$14.6K ﹤0.01%
+300
GM icon
1091
General Motors
GM
$62.4B
$14.5K ﹤0.01%
+294
EWBC icon
1092
East-West Bancorp
EWBC
$13.8B
$14.4K ﹤0.01%
+143
ZBH icon
1093
Zimmer Biomet
ZBH
$20.4B
$14.4K ﹤0.01%
+158
LNT icon
1094
Alliant Energy
LNT
$17.1B
$13.8K ﹤0.01%
+229
INVH icon
1095
Invitation Homes
INVH
$17.5B
$13.8K ﹤0.01%
+420
OKTA icon
1096
Okta
OKTA
$15.3B
$13.7K ﹤0.01%
+137
AEE icon
1097
Ameren
AEE
$27.6B
$13.6K ﹤0.01%
+142
IEF icon
1098
iShares 7-10 Year Treasury Bond ETF
IEF
$38.6B
$13.6K ﹤0.01%
+142
FLQM icon
1099
Franklin US Mid Cap Multifactor Index ETF
FLQM
$1.67B
$13.6K ﹤0.01%
+250
CE icon
1100
Celanese
CE
$4.09B
$13.5K ﹤0.01%
+244