MYIA

Mount Yale Investment Advisors Portfolio holdings

AUM $4.21B
1-Year Est. Return 21.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.4%
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
+$28.3M
2
+$22.3M
3
+$13.3M
4
AAPL icon
Apple
AAPL
+$3.02M
5
PM icon
Philip Morris
PM
+$2.48M

Top Sells

1
+$26.9M
2
+$20.5M
3
+$12.7M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.06M
5
LRCX icon
Lam Research
LRCX
+$3.56M

Sector Composition

1 Technology 22.26%
2 Financials 8.53%
3 Communication Services 6.99%
4 Consumer Discretionary 6.12%
5 Industrials 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1251
$4.36K ﹤0.01%
+100
1252
$4.2K ﹤0.01%
+52
1253
$4.18K ﹤0.01%
+56
1254
$4.16K ﹤0.01%
+27
1255
$4.15K ﹤0.01%
+74
1256
$4.12K ﹤0.01%
+176
1257
$4.1K ﹤0.01%
+34
1258
$4.09K ﹤0.01%
+329
1259
$4.05K ﹤0.01%
+36
1260
$4.04K ﹤0.01%
+62
1261
$3.93K ﹤0.01%
+30
1262
$3.88K ﹤0.01%
+109
1263
$3.87K ﹤0.01%
+519
1264
$3.85K ﹤0.01%
+17
1265
$3.83K ﹤0.01%
+73
1266
$3.79K ﹤0.01%
38
-2,853
1267
$3.77K ﹤0.01%
+55
1268
$3.73K ﹤0.01%
+70
1269
$3.65K ﹤0.01%
+150
1270
$3.62K ﹤0.01%
+258
1271
$3.48K ﹤0.01%
+134
1272
$3.46K ﹤0.01%
+24
1273
$3.35K ﹤0.01%
+39
1274
$3.34K ﹤0.01%
+65
1275
$3.28K ﹤0.01%
+44
49 50
51
52 53