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
KRC icon
1351
Kilroy Realty
KRC
$5B
$1.68K ﹤0.01%
+49
CBSH icon
1352
Commerce Bancshares
CBSH
$6.97B
$1.68K ﹤0.01%
+27
SHLS icon
1353
Shoals Technologies Group
SHLS
$1.73B
$1.66K ﹤0.01%
+391
THD icon
1354
iShares MSCI Thailand ETF
THD
$232M
$1.66K ﹤0.01%
+33
WAL icon
1355
Western Alliance Bancorporation
WAL
$8.48B
$1.64K ﹤0.01%
+21
HSBC icon
1356
HSBC
HSBC
$242B
$1.58K ﹤0.01%
+26
BRX icon
1357
Brixmor Property Group
BRX
$8.02B
$1.56K ﹤0.01%
+60
AAL icon
1358
American Airlines Group
AAL
$8.81B
$1.55K ﹤0.01%
+138
EWD icon
1359
iShares MSCI Sweden ETF
EWD
$322M
$1.52K ﹤0.01%
+33
CPER icon
1360
United States Copper Index Fund
CPER
$249M
$1.52K ﹤0.01%
+48
RLI icon
1361
RLI Corp
RLI
$5.39B
$1.52K ﹤0.01%
+21
SD icon
1362
SandRidge Energy
SD
$443M
$1.5K ﹤0.01%
+139
IEI icon
1363
iShares 3-7 Year Treasury Bond ETF
IEI
$17B
$1.49K ﹤0.01%
+13
STLA icon
1364
Stellantis
STLA
$29.5B
$1.46K ﹤0.01%
+146
EPR icon
1365
EPR Properties
EPR
$3.82B
$1.46K ﹤0.01%
+25
AR icon
1366
Antero Resources
AR
$10.2B
$1.45K ﹤0.01%
+36
PDD icon
1367
Pinduoduo
PDD
$191B
$1.36K ﹤0.01%
+13
PK icon
1368
Park Hotels & Resorts
PK
$2.04B
$1.34K ﹤0.01%
+131
ALK icon
1369
Alaska Air
ALK
$4.73B
$1.34K ﹤0.01%
+27
ECH icon
1370
iShares MSCI Chile ETF
ECH
$798M
$1.32K ﹤0.01%
+42
MITK icon
1371
Mitek Systems
MITK
$417M
$1.3K ﹤0.01%
+131
MIDD icon
1372
Middleby
MIDD
$6.2B
$1.3K ﹤0.01%
+9
ZVIA icon
1373
Zevia
ZVIA
$178M
$1.29K ﹤0.01%
+400
HRL icon
1374
Hormel Foods
HRL
$11.8B
$1.27K ﹤0.01%
+42
TECH icon
1375
Bio-Techne
TECH
$9.54B
$1.24K ﹤0.01%
+24