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
$528M
AUM Growth
+$61.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,032
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$9.11M
3
+$7.34M
4
IVZ icon
Invesco
IVZ
+$6.73M
5
MPC icon
Marathon Petroleum
MPC
+$6.02M

Top Sells

1
+$7.39M
2
+$6.13M
3
+$5.25M
4
NBIS
Nebius Group N.V.
NBIS
+$1.86M
5
MLPA icon
Global X MLP ETF
MLPA
+$1.12M

Sector Composition

1 Technology 19.18%
2 Healthcare 12.97%
3 Financials 12.63%
4 Consumer Discretionary 11.65%
5 Industrials 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.23M 0.23%
10,916
102
$1.23M 0.23%
24,398
+2,703
103
$1.22M 0.23%
10,587
-5,915
104
$1.18M 0.22%
27,488
+11,155
105
$1.17M 0.22%
4,316
-72
106
$1.17M 0.22%
4,765
+237
107
$1.12M 0.21%
19,320
-104
108
$1.11M 0.21%
21,676
+4,732
109
$1.08M 0.2%
15,595
+8,597
110
$1.06M 0.2%
69,095
-1,815
111
$1.05M 0.2%
7,911
+6,929
112
$1.03M 0.2%
26,898
-572
113
$1M 0.19%
18,881
-1,181
114
$987K 0.19%
34,997
-2,634
115
$978K 0.19%
28,316
-449
116
$939K 0.18%
3,201
-44
117
$924K 0.17%
16,560
+8,200
118
$918K 0.17%
13,044
-95
119
$906K 0.17%
17,588
+1,286
120
$898K 0.17%
5,244
+507
121
$885K 0.17%
5,505
+686
122
$872K 0.17%
13,003
-1,085
123
$869K 0.16%
10,257
-1,882
124
$852K 0.16%
1,473
+763
125
$828K 0.16%
19,111
+1,414
3 4
5
6 7