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
$1.24B
AUM Growth
+$197M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
609
New
Increased
Reduced
Closed

Top Buys

1
+$69.9M
2
+$52.9M
3
+$37.3M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$30.9M
5
BIDD
iShares International Dividend Active ETF
BIDD
+$11.8M

Top Sells

1
+$30.9M
2
+$6.82M
3
+$5.77M
4
DG icon
Dollar General
DG
+$4.6M
5
SWKS icon
Skyworks Solutions
SWKS
+$4.44M

Sector Composition

1 Technology 24.55%
2 Financials 8.63%
3 Communication Services 6.69%
4 Consumer Discretionary 5.89%
5 Healthcare 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.86M 0.15%
9,104
-10,445
127
$1.82M 0.15%
21,490
+289
128
$1.81M 0.15%
5,287
+1,098
129
$1.8M 0.15%
3,373
-730
130
$1.76M 0.14%
19,108
-628
131
$1.76M 0.14%
3,538
-206
132
$1.75M 0.14%
7,094
+2,239
133
$1.74M 0.14%
30,418
+3,438
134
$1.72M 0.14%
3,183
+2,177
135
$1.69M 0.14%
10,887
-258
136
$1.68M 0.14%
+9,048
137
$1.65M 0.13%
54,462
-3,506
138
$1.65M 0.13%
5,693
+405
139
$1.64M 0.13%
7,836
-4,299
140
$1.63M 0.13%
961
-119
141
$1.62M 0.13%
7,985
-784
142
$1.62M 0.13%
20,624
-5,585
143
$1.61M 0.13%
7,114
-19,126
144
$1.6M 0.13%
6,586
-324
145
$1.59M 0.13%
23,542
+46
146
$1.57M 0.13%
21,708
-9,177
147
$1.56M 0.13%
+17,200
148
$1.54M 0.12%
14,477
+5,604
149
$1.52M 0.12%
4,115
+105
150
$1.49M 0.12%
10,802
+808
4 5
6
7 8