MYIA

Mount Yale Investment Advisors Portfolio holdings

AUM $1.44B
1-Year Est. Return 17.14%
This Quarter Est. Return
1 Year Est. Return
+17.14%
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
BUXX icon
1226
Strive Enhanced Income Short Maturity ETF
BUXX
$313M
$5.45K ﹤0.01%
+268
CF icon
1227
CF Industries
CF
$13.3B
$5.43K ﹤0.01%
+59
EWP icon
1228
iShares MSCI Spain ETF
EWP
$1.47B
$5.37K ﹤0.01%
+122
SLNH icon
1229
Soluna Holdings
SLNH
$114M
$5.31K ﹤0.01%
+9,222
AME icon
1230
Ametek
AME
$44.5B
$5.25K ﹤0.01%
+29
PBW icon
1231
Invesco WilderHill Clean Energy ETF
PBW
$464M
$5.18K ﹤0.01%
+260
TM icon
1232
Toyota
TM
$266B
$5.17K ﹤0.01%
+30
TRIP icon
1233
TripAdvisor
TRIP
$1.75B
$5.06K ﹤0.01%
+388
VSTS icon
1234
Vestis
VSTS
$704M
$5.05K ﹤0.01%
+881
AS icon
1235
Amer Sports
AS
$16.8B
$5.04K ﹤0.01%
+130
HPE.PRC
1236
Hewlett Packard Enterprise 7.625% Series C Preferred Stock
HPE.PRC
$1.89B
$4.95K ﹤0.01%
+84
SAIA icon
1237
Saia
SAIA
$7.14B
$4.93K ﹤0.01%
18
-1,342
AMR icon
1238
Alpha Metallurgical Resources
AMR
$2.04B
$4.61K ﹤0.01%
+41
VTRS icon
1239
Viatris
VTRS
$12.3B
$4.58K ﹤0.01%
+513
FXE icon
1240
Invesco CurrencyShares Euro Currency Trust
FXE
$525M
$4.57K ﹤0.01%
+42
TLRY icon
1241
Tilray
TLRY
$1.21B
$4.56K ﹤0.01%
11,000
LNC icon
1242
Lincoln National
LNC
$7.8B
$4.53K ﹤0.01%
+131
OXY icon
1243
Occidental Petroleum
OXY
$42.1B
$4.5K ﹤0.01%
+107
EMLC icon
1244
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$3.81B
$4.49K ﹤0.01%
+177
AHR icon
1245
American Healthcare REIT
AHR
$8.55B
$4.48K ﹤0.01%
+122
WBS icon
1246
Webster Financial
WBS
$9.1B
$4.48K ﹤0.01%
+82
YUMC icon
1247
Yum China
YUMC
$16.7B
$4.47K ﹤0.01%
+100
CNR
1248
Core Natural Resources Inc
CNR
$4.22B
$4.46K ﹤0.01%
+64
OMI icon
1249
Owens & Minor
OMI
$217M
$4.41K ﹤0.01%
+485
BOTZ icon
1250
Global X Robotics & Artificial Intelligence ETF
BOTZ
$2.97B
$4.41K ﹤0.01%
+135