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
RCI icon
1326
Rogers Communications
RCI
$20.8B
$2.05K ﹤0.01%
+69
URNJ icon
1327
Sprott Junior Uranium Miners ETF
URNJ
$405M
$2.03K ﹤0.01%
+96
QTUM icon
1328
Defiance Quantum ETF
QTUM
$2.59B
$2.02K ﹤0.01%
+22
URE icon
1329
ProShares Ultra Real Estate
URE
$57M
$2.02K ﹤0.01%
+32
GVAL icon
1330
Cambria Global Value ETF
GVAL
$343M
$2.02K ﹤0.01%
+74
ARKF icon
1331
ARK Fintech Innovation ETF
ARKF
$1.47B
$2.01K ﹤0.01%
+40
OLN icon
1332
Olin
OLN
$2.29B
$2.01K ﹤0.01%
+100
LQD icon
1333
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$30.8B
$1.98K ﹤0.01%
+18
SNCY icon
1334
Sun Country Airlines
SNCY
$657M
$1.96K ﹤0.01%
+167
NSSC icon
1335
Napco Security Technologies
NSSC
$1.45B
$1.96K ﹤0.01%
+66
LAMR icon
1336
Lamar Advertising Co
LAMR
$12.1B
$1.94K ﹤0.01%
+16
RIOT icon
1337
Riot Platforms
RIOT
$7.69B
$1.92K ﹤0.01%
+170
DOMH icon
1338
Dominari Holdings
DOMH
$75.7M
$1.92K ﹤0.01%
+352
HACK icon
1339
Amplify Cybersecurity ETF
HACK
$2.39B
$1.9K ﹤0.01%
+22
MCHI icon
1340
iShares MSCI China ETF
MCHI
$8.2B
$1.88K ﹤0.01%
+34
FNB icon
1341
FNB Corp
FNB
$5.64B
$1.87K ﹤0.01%
+128
SLVO icon
1342
Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033
SLVO
$16.3M
$1.84K ﹤0.01%
+23
QQQM icon
1343
Invesco NASDAQ 100 ETF
QQQM
$66.4B
$1.83K ﹤0.01%
+8
ET icon
1344
Energy Transfer Partners
ET
$57.8B
$1.81K ﹤0.01%
+100
ILMN icon
1345
Illumina
ILMN
$18.4B
$1.81K ﹤0.01%
+19
TAK icon
1346
Takeda Pharmaceutical
TAK
$42.4B
$1.8K ﹤0.01%
+117
LBRDA icon
1347
Liberty Broadband Class A
LBRDA
$7.33B
$1.76K ﹤0.01%
+18
SBET icon
1348
SharpLink Gaming
SBET
$2.57B
$1.75K ﹤0.01%
+176
SMG icon
1349
ScottsMiracle-Gro
SMG
$3.12B
$1.72K ﹤0.01%
+26
EXPD icon
1350
Expeditors International
EXPD
$16.6B
$1.71K ﹤0.01%
+15