We are live on ! Find out more
MYIA

Mount Yale Investment Advisors Portfolio holdings

AUM $4.21B
1-Year Est. Return 21.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.21B
AUM Growth
+$2.13B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,128
New
Increased
Reduced
Closed

Sector Composition

1 Technology 14.88%
2 Financials 7.37%
3 Healthcare 5.58%
4 Consumer Discretionary 5.54%
5 Industrials 4.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
UBER icon
176
Uber
UBER
$151B
$5.19M 0.12%
72,152
+28,092
EIPX icon
177
FT Energy Income Partners Strategy ETF
EIPX
$527M
$5.18M 0.12%
+161,129
IAU icon
178
iShares Gold Trust
IAU
$67.2B
$5.17M 0.12%
58,696
+4,275
JCI icon
179
Johnson Controls International
JCI
$89.3B
$5.13M 0.12%
39,052
+34,586
ABT icon
180
Abbott
ABT
$157B
$5.05M 0.12%
49,215
+22,026
TMUS icon
181
T-Mobile US
TMUS
$201B
$5.05M 0.12%
24,058
+19,221
BSX icon
182
Boston Scientific
BSX
$69.9B
$5.02M 0.12%
80,011
+64,908
IUSG icon
183
iShares Core S&P US Growth ETF
IUSG
$32B
$4.96M 0.12%
+31,986
GD icon
184
General Dynamics
GD
$98.3B
$4.94M 0.12%
14,397
+5,394
ETR icon
185
Entergy
ETR
$51.6B
$4.92M 0.12%
43,744
+36,633
AMAT icon
186
Applied Materials
AMAT
$458B
$4.86M 0.12%
14,207
+7,573
XLV icon
187
State Street Health Care Select Sector SPDR ETF
XLV
$39.1B
$4.85M 0.12%
33,056
+28,696
DFH icon
188
Dream Finders Homes
DFH
$1.36B
$4.8M 0.11%
+344,796
CMI icon
189
Cummins
CMI
$95.7B
$4.75M 0.11%
8,820
+7,625
BAI
190
iShares A.I. Innovation and Tech Active ETF
BAI
$15.6B
$4.73M 0.11%
143,660
+78,793
CRM icon
191
Salesforce
CRM
$133B
$4.72M 0.11%
25,285
+13,216
CAT icon
192
Caterpillar
CAT
$439B
$4.65M 0.11%
6,570
+2,731
NBIS
193
Nebius Group N.V.
NBIS
$66.7B
$4.62M 0.11%
44,546
+41,798
NXPI icon
194
NXP Semiconductors
NXPI
$78B
$4.62M 0.11%
+23,454
COR icon
195
Cencora
COR
$54.5B
$4.6M 0.11%
14,641
+11,696
SIL icon
196
Global X Silver Miners ETF NEW
SIL
$4.81B
$4.59M 0.11%
+50,978
DGRO icon
197
iShares Core Dividend Growth ETF
DGRO
$41.1B
$4.58M 0.11%
65,276
+61,158
AMD icon
198
Advanced Micro Devices
AMD
$845B
$4.53M 0.11%
22,274
+13,930
UNH icon
199
UnitedHealth
UNH
$372B
$4.53M 0.11%
16,731
+6,621
MMM icon
200
3M
MMM
$84.3B
$4.46M 0.11%
30,705
+19,304