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
$528M
AUM Growth
+$61.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,032
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$9.11M
3
+$7.34M
4
IVZ icon
Invesco
IVZ
+$6.73M
5
MPC icon
Marathon Petroleum
MPC
+$6.02M

Top Sells

1
+$7.39M
2
+$6.13M
3
+$5.25M
4
NBIS
Nebius Group N.V.
NBIS
+$1.86M
5
MLPA icon
Global X MLP ETF
MLPA
+$1.12M

Sector Composition

1 Technology 19.18%
2 Healthcare 12.97%
3 Financials 12.63%
4 Consumer Discretionary 11.65%
5 Industrials 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$491K 0.09%
9,451
-101
177
$490K 0.09%
8,434
-20
178
$490K 0.09%
4,821
-198
179
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180
$484K 0.09%
2,940
+40
181
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7,185
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182
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6,851
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183
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5,553
+4,814
184
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15,109
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185
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186
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187
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188
$454K 0.09%
9,514
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189
$451K 0.09%
5,396
-1,341
190
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8,438
191
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2,236
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193
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194
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195
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7,376
196
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3,916
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197
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8,120
198
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3,987
-55
199
$425K 0.08%
+2,469
200
$425K 0.08%
20,918
-411
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