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
DASH icon
1376
DoorDash
DASH
$103B
$1.23K ﹤0.01%
+5
BNS icon
1377
Scotiabank
BNS
$81.6B
$1.22K ﹤0.01%
+22
MRNA icon
1378
Moderna
MRNA
$9.73B
$1.21K ﹤0.01%
+44
U icon
1379
Unity
U
$15.9B
$1.21K ﹤0.01%
+50
SKYT icon
1380
SkyWater Technology
SKYT
$774M
$1.18K ﹤0.01%
+120
PPC icon
1381
Pilgrim's Pride
PPC
$9.01B
$1.17K ﹤0.01%
+26
ESPO icon
1382
VanEck Video Gaming and eSports ETF
ESPO
$465M
$1.1K ﹤0.01%
+10
SOUN icon
1383
SoundHound AI
SOUN
$6.98B
$1.07K ﹤0.01%
+100
ARKQ icon
1384
ARK Autonomous Technology & Robotics ETF
ARKQ
$1.66B
$1.07K ﹤0.01%
+12
MHK icon
1385
Mohawk Industries
MHK
$6.87B
$1.05K ﹤0.01%
+10
URA icon
1386
Global X Uranium ETF
URA
$5.57B
$1.01K ﹤0.01%
+26
BEN icon
1387
Franklin Resources
BEN
$11.9B
$978 ﹤0.01%
+41
UWMC icon
1388
UWM Holdings
UWMC
$1.28B
$956 ﹤0.01%
+231
ALGN icon
1389
Align Technology
ALGN
$10B
$947 ﹤0.01%
+5
EMBC icon
1390
Embecta
EMBC
$785M
$942 ﹤0.01%
+97
MJ icon
1391
Amplify Alternative Harvest ETF
MJ
$175M
$862 ﹤0.01%
+48
VGLT icon
1392
Vanguard Long-Term Treasury ETF
VGLT
$10.1B
$842 ﹤0.01%
+15
KMPR icon
1393
Kemper
KMPR
$2.74B
$839 ﹤0.01%
+13
RKT icon
1394
Rocket Companies
RKT
$47.6B
$837 ﹤0.01%
+59
AQN icon
1395
Algonquin Power & Utilities
AQN
$4.27B
$814 ﹤0.01%
+142
WPP icon
1396
WPP
WPP
$3.88B
$805 ﹤0.01%
+23
EIDO icon
1397
iShares MSCI Indonesia ETF
EIDO
$320M
$801 ﹤0.01%
+45
PFGC icon
1398
Performance Food Group
PFGC
$15.4B
$787 ﹤0.01%
+9
SYM icon
1399
Symbotic
SYM
$9.11B
$777 ﹤0.01%
+20
MGA icon
1400
Magna International
MGA
$13.9B
$772 ﹤0.01%
+20