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
$919M
AUM Growth
-$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
515
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$6.19M
3
+$5.91M
4
SWKS icon
Skyworks Solutions
SWKS
+$4.77M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.19M

Top Sells

1
+$7.96M
2
+$7.38M
3
+$6.48M
4
DFS
Discover Financial Services
DFS
+$4.71M
5
DAL icon
Delta Air Lines
DAL
+$1.39M

Sector Composition

1 Technology 30.86%
2 Financials 9.47%
3 Healthcare 9%
4 Communication Services 6.96%
5 Consumer Discretionary 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.65M 0.18%
49,196
+25,628
127
$1.64M 0.18%
18,436
-79
128
$1.62M 0.18%
3,714
+473
129
$1.6M 0.17%
12,629
+38
130
$1.56M 0.17%
17,067
+12,081
131
$1.54M 0.17%
23,951
+1,429
132
$1.53M 0.17%
4,196
-42
133
$1.53M 0.17%
16,561
+5,299
134
$1.52M 0.17%
14,484
-12,774
135
$1.48M 0.16%
7,789
-194
136
$1.48M 0.16%
7,119
+209
137
$1.47M 0.16%
22,338
+477
138
$1.44M 0.16%
42,749
-924
139
$1.43M 0.16%
+28,218
140
$1.42M 0.15%
4,316
-106
141
$1.37M 0.15%
6,874
+5,676
142
$1.37M 0.15%
89,668
+1,206
143
$1.37M 0.15%
15,942
+1,872
144
$1.35M 0.15%
8,355
+349
145
$1.34M 0.15%
31,906
-354
146
$1.34M 0.15%
5,235
-197
147
$1.34M 0.15%
34,150
+4,923
148
$1.34M 0.15%
27,075
+661
149
$1.32M 0.14%
34,175
-8,099
150
$1.32M 0.14%
14,319
+214
4 5
6
7 8