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
$919M
AUM Growth
-$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
515
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$6.19M
3
+$5.91M
4
SWKS icon
Skyworks Solutions
SWKS
+$4.77M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.19M

Top Sells

1
+$7.96M
2
+$7.38M
3
+$6.48M
4
DFS
Discover Financial Services
DFS
+$4.71M
5
DAL icon
Delta Air Lines
DAL
+$1.39M

Sector Composition

1 Technology 30.86%
2 Financials 9.47%
3 Healthcare 9%
4 Communication Services 6.96%
5 Consumer Discretionary 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.05M 0.22%
62,274
+1,175
102
$2.04M 0.22%
37,970
+371
103
$2.02M 0.22%
8,066
+1,917
104
$2.02M 0.22%
13,042
+35
105
$1.99M 0.22%
46,174
-6,848
106
$1.99M 0.22%
19,159
+1,843
107
$1.97M 0.21%
3,861
+588
108
$1.96M 0.21%
14,584
+2,616
109
$1.93M 0.21%
17,454
-1,414
110
$1.92M 0.21%
27,957
-4,098
111
$1.92M 0.21%
32,844
+1,182
112
$1.9M 0.21%
8,578
+5,816
113
$1.89M 0.21%
42,227
-2,509
114
$1.87M 0.2%
3,481
-165
115
$1.85M 0.2%
7,670
-166
116
$1.83M 0.2%
10,867
-297
117
$1.83M 0.2%
28,401
+12,374
118
$1.81M 0.2%
20,417
-4,814
119
$1.79M 0.19%
10,594
+190
120
$1.77M 0.19%
20,424
-1,310
121
$1.76M 0.19%
571
-74
122
$1.74M 0.19%
14,208
-318
123
$1.72M 0.19%
20,650
-1,560
124
$1.7M 0.19%
16,958
+599
125
$1.68M 0.18%
4,252
-34
3 4
5
6 7