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
NUVL icon
1176
Nuvalent
NUVL
$6.65B
$7.63K ﹤0.01%
+100
BBY icon
1177
Best Buy
BBY
$16.7B
$7.45K ﹤0.01%
+111
JLL icon
1178
Jones Lang LaSalle
JLL
$14B
$7.42K ﹤0.01%
+29
DXYZ
1179
Destiny Tech100
DXYZ
$365M
$7.35K ﹤0.01%
+193
TW icon
1180
Tradeweb Markets
TW
$22.2B
$7.32K ﹤0.01%
+50
EXLS icon
1181
EXL Service
EXLS
$6.29B
$7.31K ﹤0.01%
+167
SKYY icon
1182
First Trust Cloud Computing ETF
SKYY
$3.29B
$7.3K ﹤0.01%
+60
CUZ icon
1183
Cousins Properties
CUZ
$4.28B
$7.3K ﹤0.01%
+243
BXP icon
1184
Boston Properties
BXP
$11.1B
$7.22K ﹤0.01%
+107
SCCO icon
1185
Southern Copper
SCCO
$106B
$7.08K ﹤0.01%
+71
PCH icon
1186
PotlatchDeltic
PCH
$2.98B
$6.79K ﹤0.01%
+177
PKG icon
1187
Packaging Corp of America
PKG
$17.8B
$6.78K ﹤0.01%
+36
ACP
1188
abrdn Income Credit Strategies Fund
ACP
$695M
$6.73K ﹤0.01%
+1,141
CRGY icon
1189
Crescent Energy
CRGY
$2.07B
$6.68K ﹤0.01%
+777
QRVO icon
1190
Qorvo
QRVO
$8.21B
$6.62K ﹤0.01%
+78
EWA icon
1191
iShares MSCI Australia ETF
EWA
$1.5B
$6.55K ﹤0.01%
+249
ABCL icon
1192
AbCellera Biologics
ABCL
$1.49B
$6.53K ﹤0.01%
+1,905
CNH
1193
CNH Industrial
CNH
$12.9B
$6.38K ﹤0.01%
+492
RBA icon
1194
RB Global
RBA
$18.3B
$6.37K ﹤0.01%
+60
BJ icon
1195
BJs Wholesale Club
BJ
$11.8B
$6.36K ﹤0.01%
+59
VFL
1196
abrdn National Municipal Income Fund
VFL
$125M
$6.33K ﹤0.01%
+655
AFG icon
1197
American Financial Group
AFG
$11B
$6.31K ﹤0.01%
+50
XHR
1198
Xenia Hotels & Resorts
XHR
$1.19B
$6.29K ﹤0.01%
+500
VGIT icon
1199
Vanguard Intermediate-Term Treasury ETF
VGIT
$33B
$6.28K ﹤0.01%
+105
UEC icon
1200
Uranium Energy
UEC
$6.33B
$6.25K ﹤0.01%
+920