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
$1.05B
AUM Growth
+$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$11.3M
3
+$8M
4
NEE icon
NextEra Energy
NEE
+$7.56M
5
AAPL icon
Apple
AAPL
+$7.07M

Top Sells

1
+$7.88M
2
+$7.59M
3
+$6.02M
4
FE icon
FirstEnergy
FE
+$5.85M
5
FIS icon
Fidelity National Information Services
FIS
+$5.84M

Sector Composition

1 Technology 29.91%
2 Financials 9.37%
3 Healthcare 7.58%
4 Consumer Discretionary 6.36%
5 Communication Services 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.88M 0.18%
4,257
+61
127
$1.87M 0.18%
16,758
-200
128
$1.84M 0.17%
20,350
+14,031
129
$1.83M 0.17%
27,749
-652
130
$1.83M 0.17%
5,830
-3,338
131
$1.78M 0.17%
13,784
-535
132
$1.77M 0.17%
10,666
-201
133
$1.76M 0.17%
4,131
-121
134
$1.76M 0.17%
16,391
-2,768
135
$1.76M 0.17%
15,983
-1,471
136
$1.72M 0.16%
+33,314
137
$1.69M 0.16%
3,585
-129
138
$1.67M 0.16%
3,520
+462
139
$1.63M 0.16%
4,294
-22
140
$1.61M 0.15%
10,784
+190
141
$1.6M 0.15%
3,291
-94
142
$1.6M 0.15%
6,869
-801
143
$1.58M 0.15%
+7,094
144
$1.55M 0.15%
5,385
+1,399
145
$1.54M 0.15%
6,026
+130
146
$1.54M 0.15%
33,168
+7,734
147
$1.54M 0.15%
16,333
-228
148
$1.53M 0.15%
30,830
-1,076
149
$1.52M 0.14%
5,549
+1,491
150
$1.48M 0.14%
21,978
-360
4 5
6
7 8