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
$1.05B
AUM Growth
+$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$11.3M
3
+$8M
4
NEE icon
NextEra Energy
NEE
+$7.56M
5
AAPL icon
Apple
AAPL
+$7.07M

Top Sells

1
+$7.88M
2
+$7.59M
3
+$6.02M
4
FE icon
FirstEnergy
FE
+$5.85M
5
FIS icon
Fidelity National Information Services
FIS
+$5.84M

Sector Composition

1 Technology 29.91%
2 Financials 9.37%
3 Healthcare 7.58%
4 Consumer Discretionary 6.36%
5 Communication Services 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.49M 0.24%
15,506
-983
102
$2.41M 0.23%
4,130
+649
103
$2.38M 0.23%
11,768
-121
104
$2.34M 0.22%
13,079
-567
105
$2.32M 0.22%
138,983
-21,960
106
$2.31M 0.22%
31,079
-844
107
$2.26M 0.21%
18,383
+3,899
108
$2.21M 0.21%
67,562
+50,438
109
$2.16M 0.21%
60,805
-1,469
110
$2.16M 0.21%
43,900
-12,130
111
$2.16M 0.21%
69,896
+46,179
112
$2.15M 0.2%
10,844
-2,362
113
$2.14M 0.2%
43,595
-2,579
114
$2.11M 0.2%
14,130
-454
115
$2.09M 0.2%
3,508
-353
116
$2.08M 0.2%
28,905
+948
117
$2.08M 0.2%
19,991
-433
118
$2.07M 0.2%
584
+13
119
$2.04M 0.19%
26,144
-5,517
120
$2.03M 0.19%
13,864
-344
121
$2.02M 0.19%
29,408
+7,209
122
$1.99M 0.19%
21,163
+2,727
123
$1.98M 0.19%
6,532
+2,079
124
$1.97M 0.19%
12,773
+4,067
125
$1.94M 0.18%
42,393
+166
3 4
5
6 7