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
151
$1.31M 0.14%
3,058
-250
152
$1.3M 0.14%
20,873
+155
153
$1.3M 0.14%
31,007
+2,122
154
$1.3M 0.14%
3,653
-105
155
$1.29M 0.14%
16,830
-327
156
$1.28M 0.14%
3,385
-419
157
$1.27M 0.14%
+18,600
158
$1.27M 0.14%
6,243
+4,521
159
$1.24M 0.14%
3,790
+195
160
$1.23M 0.13%
5,758
-2,529
161
$1.22M 0.13%
5,962
-1,186
162
$1.22M 0.13%
22,199
-321
163
$1.19M 0.13%
16,806
+614
164
$1.18M 0.13%
4,453
-37
165
$1.18M 0.13%
5,184
+263
166
$1.16M 0.13%
8,740
-941
167
$1.16M 0.13%
10,959
+2,492
168
$1.15M 0.13%
22,330
-11,000
169
$1.15M 0.13%
19,740
-888
170
$1.15M 0.13%
4,058
+643
171
$1.15M 0.12%
2,811
+987
172
$1.15M 0.12%
10,339
-36
173
$1.14M 0.12%
36,172
-1,861
174
$1.14M 0.12%
1,764
-27
175
$1.13M 0.12%
8,706
-430
5 6
7
8 9