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
PATH icon
1101
UiPath
PATH
$7.58B
$13.5K ﹤0.01%
+1,054
UGI icon
1102
UGI
UGI
$7.24B
$13.4K ﹤0.01%
+369
AOK icon
1103
iShares Core Conservative Allocation ETF
AOK
$658M
$13K ﹤0.01%
+332
HCA icon
1104
HCA Healthcare
HCA
$108B
$12.8K ﹤0.01%
33
-2,488
BVN icon
1105
Compañía de Minas Buenaventura
BVN
$5.37B
$12.8K ﹤0.01%
+777
LBRDK icon
1106
Liberty Broadband Class C
LBRDK
$7.3B
$12.7K ﹤0.01%
+129
MUFG icon
1107
Mitsubishi UFJ Financial
MUFG
$172B
$12.7K ﹤0.01%
+925
BSV icon
1108
Vanguard Short-Term Bond ETF
BSV
$38.8B
$12.7K ﹤0.01%
+161
CDNS icon
1109
Cadence Design Systems
CDNS
$90.7B
$12.6K ﹤0.01%
41
-1,467
AFRM icon
1110
Affirm
AFRM
$23.6B
$12.6K ﹤0.01%
+182
IVZ icon
1111
Invesco
IVZ
$10.3B
$12.4K ﹤0.01%
+788
EPD icon
1112
Enterprise Products Partners
EPD
$65.4B
$12.3K ﹤0.01%
+396
PODD icon
1113
Insulet
PODD
$22.5B
$12.3K ﹤0.01%
+39
FDS icon
1114
Factset
FDS
$9.9B
$12.1K ﹤0.01%
+27
CELC icon
1115
Celcuity
CELC
$3.1B
$12.1K ﹤0.01%
+904
VXF icon
1116
Vanguard Extended Market ETF
VXF
$24.1B
$11.9K ﹤0.01%
+62
DUOL icon
1117
Duolingo
DUOL
$12B
$11.9K ﹤0.01%
+29
HLN icon
1118
Haleon
HLN
$41.5B
$11.7K ﹤0.01%
+1,128
WHD icon
1119
Cactus
WHD
$2.97B
$11.6K ﹤0.01%
+265
SU icon
1120
Suncor Energy
SU
$47.9B
$11.2K ﹤0.01%
+300
CYTK icon
1121
Cytokinetics
CYTK
$7.13B
$11.1K ﹤0.01%
+337
GL icon
1122
Globe Life
GL
$10.8B
$10.9K ﹤0.01%
+88
BAX icon
1123
Baxter International
BAX
$9.21B
$10.8K ﹤0.01%
+358
SCHB icon
1124
Schwab US Broad Market ETF
SCHB
$37.7B
$10.8K ﹤0.01%
+452
ESS icon
1125
Essex Property Trust
ESS
$16.5B
$10.8K ﹤0.01%
+38