MYIA
Mount Yale Investment Advisors Portfolio holdings
AUM
$1.44B
1-Year Est. Return
17.14%
This Fund
S&P 500
1 Year Est. Return
+17.14%
AUM
$1.44B
AUM Growth
+$154M
(+12%)
Holding
1,683
Top Buys
| 1 | +$54M | |
| 2 | +$25.1M | |
| 3 | +$22.6M | |
| 4 |
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
|
+$22.4M |
| 5 |
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
|
+$18.2M |
Top Sells
| 1 | +$147M | |
| 2 | +$42.7M | |
| 3 | +$38.9M | |
| 4 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$34.2M |
| 5 |
Pacer US Cash Cows 100 ETF
COWZ
|
+$31.2M |
Sector Composition
| 1 | Technology | 14.52% |
| 2 | Financials | 9.61% |
| 3 | Healthcare | 4.93% |
| 4 | Consumer Discretionary | 4.64% |
| 5 | Industrials | 3.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1676
AppFolio
APPF
$6.82B
| – | – |
-240
|
|
||
1677
Aptiv
APTV
$16.4B
| – | – |
-4,617
|
|
||
1678
Algonquin Power & Utilities
AQN
$5.03B
| – | – |
-142
|
|
||
1679
Antero Resources
AR
$11.2B
| – | – |
-36
|
|
||
1680
Bank of America Series L
BAC.PRL
$3.84B
| – | – |
-8
|
|
||
1681
Ball Corp
BALL
$15.2B
| – | – |
-1,537
|
|
||
1682
Panagram BBB-B CLO ETF
CLOZ
$769M
| – | – |
-206
|
|