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
$1.24B
AUM Growth
+$197M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
609
New
Increased
Reduced
Closed

Top Buys

1
+$69.9M
2
+$52.9M
3
+$37.3M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$30.9M
5
BIDD
iShares International Dividend Active ETF
BIDD
+$11.8M

Top Sells

1
+$30.9M
2
+$6.82M
3
+$5.77M
4
DG icon
Dollar General
DG
+$4.6M
5
SWKS icon
Skyworks Solutions
SWKS
+$4.44M

Sector Composition

1 Technology 24.55%
2 Financials 8.63%
3 Communication Services 6.69%
4 Consumer Discretionary 5.89%
5 Healthcare 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.44M 0.2%
16,014
-970
102
$2.43M 0.2%
26,531
-676
103
$2.37M 0.19%
11,168
-429
104
$2.36M 0.19%
+13,170
105
$2.36M 0.19%
10,144
+56
106
$2.35M 0.19%
5,529
-1,336
107
$2.31M 0.19%
14,497
-2,370
108
$2.31M 0.19%
19,122
+1,532
109
$2.29M 0.19%
26,882
-36
110
$2.28M 0.18%
43,697
+15,147
111
$2.28M 0.18%
30,127
-28,830
112
$2.23M 0.18%
18,533
+656
113
$2.21M 0.18%
4,194
+448
114
$2.15M 0.17%
432
-26
115
$2.13M 0.17%
28,797
+4,154
116
$2.09M 0.17%
11,990
-1,572
117
$2.09M 0.17%
4,984
+440
118
$2.08M 0.17%
5,191
+619
119
$2.08M 0.17%
7,090
-846
120
$2.06M 0.17%
21,155
-1,012
121
$2.01M 0.16%
67,480
-15,722
122
$2.01M 0.16%
28,567
-4,415
123
$1.96M 0.16%
61,580
-72,695
124
$1.91M 0.15%
5,605
-5,011
125
$1.89M 0.15%
27,206
-213
3 4
5
6 7