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
176
$1.12M 0.12%
63,522
-19,946
177
$1.11M 0.12%
35,028
+10,605
178
$1.11M 0.12%
22,836
-483
179
$1.1M 0.12%
7,829
-528
180
$1.07M 0.12%
3,986
-45
181
$1.05M 0.11%
2,288
-3
182
$1.05M 0.11%
31,881
+2,364
183
$1.01M 0.11%
28,341
+18,822
184
$1M 0.11%
6,587
+226
185
$1M 0.11%
+6,211
186
$1M 0.11%
21,268
+6,652
187
$987K 0.11%
5,896
-1,000
188
$983K 0.11%
4,673
-240
189
$981K 0.11%
4,816
+20
190
$970K 0.11%
25,434
-373
191
$959K 0.1%
25,283
+48
192
$959K 0.1%
+10,811
193
$947K 0.1%
2,376
+21
194
$946K 0.1%
6,068
+8
195
$944K 0.1%
6,078
196
$941K 0.1%
11,976
+577
197
$924K 0.1%
2,314
+239
198
$909K 0.1%
18,116
199
$908K 0.1%
3,504
-193
200
$900K 0.1%
11,511
-2,204
6 7
8
9 10