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
$1.28B
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
BAM icon
1276
Brookfield Asset Management
BAM
$87.7B
$3.27K ﹤0.01%
+59
FTI icon
1277
TechnipFMC
FTI
$17B
$3.2K ﹤0.01%
+93
FDX icon
1278
FedEx
FDX
$59.7B
$3.18K ﹤0.01%
+14
TDF
1279
Templeton Dragon Fund
TDF
$289M
$3.17K ﹤0.01%
+317
CMA icon
1280
Comerica
CMA
$9.73B
$3.16K ﹤0.01%
+53
GME icon
1281
GameStop
GME
$9.9B
$3.15K ﹤0.01%
+129
FLOT icon
1282
iShares Floating Rate Bond ETF
FLOT
$8.96B
$3.13K ﹤0.01%
+61
ACHR icon
1283
Archer Aviation
ACHR
$6.75B
$3.11K ﹤0.01%
+287
NI icon
1284
NiSource
NI
$20.2B
$3.07K ﹤0.01%
+76
VMBS icon
1285
Vanguard Mortgage-Backed Securities ETF
VMBS
$14.9B
$3.06K ﹤0.01%
+66
IBB icon
1286
iShares Biotechnology ETF
IBB
$6.3B
$3.05K ﹤0.01%
+24
USHY icon
1287
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.3B
$3.04K ﹤0.01%
+81
MPW icon
1288
Medical Properties Trust
MPW
$3.06B
$3.03K ﹤0.01%
+703
EWI icon
1289
iShares MSCI Italy ETF
EWI
$738M
$3.01K ﹤0.01%
+63
EWZS icon
1290
iShares MSCI Brazil Small-Cap ETF
EWZS
$183M
$3K ﹤0.01%
+226
FSS icon
1291
Federal Signal
FSS
$7.01B
$2.98K ﹤0.01%
+28
EWG icon
1292
iShares MSCI Germany ETF
EWG
$2.11B
$2.94K ﹤0.01%
+70
GOOS
1293
Canada Goose Holdings
GOOS
$1.37B
$2.88K ﹤0.01%
+257
LIDR icon
1294
AEye
LIDR
$95.9M
$2.82K ﹤0.01%
+2,736
DNLI icon
1295
Denali Therapeutics
DNLI
$2.25B
$2.81K ﹤0.01%
+201
EXEEL
1296
Expand Energy Corp Class C Warrants
EXEEL
$2.8K ﹤0.01%
+26
HIW icon
1297
Highwoods Properties
HIW
$3.14B
$2.77K ﹤0.01%
+89
UFO icon
1298
Procure Space ETF
UFO
$142M
$2.76K ﹤0.01%
+96
EWH icon
1299
iShares MSCI Hong Kong ETF
EWH
$739M
$2.73K ﹤0.01%
+138
OSEA icon
1300
Harbor International Compounders ETF
OSEA
$512M
$2.66K ﹤0.01%
+91