1IA

1620 Investment Advisors Portfolio holdings

AUM $147M
1-Year Est. Return 13.71%
This Quarter Est. Return
1 Year Est. Return
+13.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$147M
AUM Growth
+$6.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
710
New
Increased
Reduced
Closed

Top Buys

1 +$534K
2 +$471K
3 +$466K
4
VTRS icon
Viatris
VTRS
+$452K
5
MTN icon
Vail Resorts
MTN
+$377K

Sector Composition

1 Technology 13.94%
2 Financials 9.43%
3 Healthcare 8.22%
4 Consumer Discretionary 7.95%
5 Industrials 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
NRO
451
Neuberger Berman Real Estate Securities Income Fund
NRO
$200M
$10.2K 0.01%
+3,145
PBW icon
452
Invesco WilderHill Clean Energy ETF
PBW
$482M
$10.1K 0.01%
351
LOW icon
453
Lowe's Companies
LOW
$138B
$10.1K 0.01%
40
-17
WTM icon
454
White Mountains Insurance
WTM
$4.9B
$10K 0.01%
6
MCD icon
455
McDonald's
MCD
$219B
$10K 0.01%
33
BILS icon
456
SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
$3.86B
$9.95K 0.01%
100
INDB icon
457
Independent Bank
INDB
$3.43B
$9.89K 0.01%
143
SCHH icon
458
Schwab US REIT ETF
SCHH
$8.46B
$9.84K 0.01%
456
B
459
Barrick Mining
B
$53.8B
$9.83K 0.01%
300
ZBH icon
460
Zimmer Biomet
ZBH
$20.3B
$9.65K 0.01%
98
BSCP icon
461
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$2.97B
$9.44K 0.01%
456
CEF icon
462
Sprott Physical Gold and Silver Trust
CEF
$7.33B
$9.36K 0.01%
255
PPL icon
463
PPL Corp
PPL
$27.7B
$9.29K 0.01%
250
IJR icon
464
iShares Core S&P Small-Cap ETF
IJR
$85.7B
$9.27K 0.01%
78
IDV icon
465
iShares International Select Dividend ETF
IDV
$5.94B
$8.96K 0.01%
245
QCOM icon
466
Qualcomm
QCOM
$183B
$8.91K 0.01%
54
+1
MLPX icon
467
Global X MLP & Energy Infrastructure ETF
MLPX
$2.54B
$8.9K 0.01%
+142
EXR icon
468
Extra Space Storage
EXR
$32B
$8.88K 0.01%
63
+45
CWB icon
469
SPDR Bloomberg Convertible Securities ETF
CWB
$4.64B
$8.78K 0.01%
97
KTB icon
470
Kontoor Brands
KTB
$4.79B
$8.78K 0.01%
110
PCEF icon
471
Invesco CEF Income Composite ETF
PCEF
$835M
$8.69K 0.01%
435
MCO icon
472
Moody's
MCO
$87B
$8.55K 0.01%
18
+1
VCIT icon
473
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$58.2B
$8.41K 0.01%
100
PSA icon
474
Public Storage
PSA
$54.1B
$8.38K 0.01%
29
RBA icon
475
RB Global
RBA
$18.6B
$8.23K 0.01%
76