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
$1.05B
AUM Growth
+$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$11.3M
3
+$8M
4
NEE icon
NextEra Energy
NEE
+$7.56M
5
AAPL icon
Apple
AAPL
+$7.07M

Top Sells

1
+$7.88M
2
+$7.59M
3
+$6.02M
4
FE icon
FirstEnergy
FE
+$5.85M
5
FIS icon
Fidelity National Information Services
FIS
+$5.84M

Sector Composition

1 Technology 29.91%
2 Financials 9.37%
3 Healthcare 7.58%
4 Consumer Discretionary 6.36%
5 Communication Services 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.23M 0.12%
2,767
-44
177
$1.23M 0.12%
+4,549
178
$1.23M 0.12%
5,136
-48
179
$1.22M 0.12%
22,278
-52
180
$1.22M 0.12%
7,583
-246
181
$1.17M 0.11%
5,794
-168
182
$1.15M 0.11%
11,679
+868
183
$1.14M 0.11%
22,745
+517
184
$1.13M 0.11%
934
-1,258
185
$1.12M 0.11%
6,571
+493
186
$1.11M 0.11%
27,720
+2,437
187
$1.08M 0.1%
9,146
-172
188
$1.07M 0.1%
26,697
+662
189
$1.06M 0.1%
2,173
-141
190
$1.06M 0.1%
25,337
+5,715
191
$1.06M 0.1%
12,372
+396
192
$1.05M 0.1%
28,654
-5,496
193
$1.04M 0.1%
1,660
+1
194
$1.03M 0.1%
2,345
-31
195
$1.03M 0.1%
5,958
-253
196
$1.02M 0.1%
1,262
-502
197
$1.02M 0.1%
27,988
-3,893
198
$1.02M 0.1%
3,910
+965
199
$1.01M 0.1%
1,608
-42
200
$1.01M 0.1%
7,012
-3,327
6 7
8
9 10