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
151
$1.48M 0.12%
26,134
-117
152
$1.48M 0.12%
67,283
-14,040
153
$1.47M 0.12%
28,068
-2,460
154
$1.47M 0.12%
3,833
-614
155
$1.42M 0.11%
32,440
-84,000
156
$1.39M 0.11%
6,739
-197
157
$1.38M 0.11%
44,750
-3,246
158
$1.37M 0.11%
4,630
+956
159
$1.33M 0.11%
1,446
+1,067
160
$1.32M 0.11%
7,066
-3,012
161
$1.32M 0.11%
+25,338
162
$1.29M 0.1%
11,957
+393
163
$1.29M 0.1%
23,794
-10,412
164
$1.28M 0.1%
16,609
-2,613
165
$1.27M 0.1%
+49,837
166
$1.27M 0.1%
24,157
-1,614
167
$1.27M 0.1%
14,187
-2,607
168
$1.27M 0.1%
5,376
-303
169
$1.26M 0.1%
11,084
-1,133
170
$1.21M 0.1%
3,693
+972
171
$1.2M 0.1%
+5,792
172
$1.2M 0.1%
24,806
-3,059
173
$1.19M 0.1%
2,683
-723
174
$1.19M 0.1%
9,674
+1,341
175
$1.18M 0.1%
1,877
-13
5 6
7
8 9