1IA

1620 Investment Advisors Portfolio holdings

AUM $150M
1-Year Est. Return 17.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.32%
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 +$488K
3 +$465K
4
VTRS icon
Viatris
VTRS
+$445K
5
MTN icon
Vail Resorts
MTN
+$391K

Sector Composition

1 Technology 13.94%
2 Financials 11.55%
3 Healthcare 8.22%
4 Consumer Discretionary 7.95%
5 Industrials 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
NRO
451
Neuberger Real Estate Securities Income Fund Inc
NRO
$180M
$10.2K 0.01%
+3,145
PBW icon
452
Invesco WilderHill Clean Energy ETF
PBW
$441M
$10.1K 0.01%
351
LOW icon
453
Lowe's Companies
LOW
$132B
$10.1K 0.01%
40
-17
WTM icon
454
White Mountains Insurance
WTM
$5.37B
$10K 0.01%
6
MCD icon
455
McDonald's
MCD
$220B
$10K 0.01%
33
BILS icon
456
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
$4.06B
$9.95K 0.01%
100
INDB icon
457
Independent Bank
INDB
$3.65B
$9.89K 0.01%
143
SCHH icon
458
Schwab US REIT ETF
SCHH
$9.11B
$9.84K 0.01%
456
B
459
Barrick Mining
B
$68.2B
$9.83K 0.01%
300
ZBH icon
460
Zimmer Biomet
ZBH
$17.6B
$9.65K 0.01%
98
BSCP
461
DELISTED
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$9.44K 0.01%
456
CEF icon
462
Sprott Physical Gold and Silver Trust
CEF
$9.07B
$9.36K 0.01%
255
PPL icon
463
PPL Corp
PPL
$28.5B
$9.29K 0.01%
250
IJR icon
464
iShares Core S&P Small-Cap ETF
IJR
$91.7B
$9.27K 0.01%
78
IDV icon
465
iShares International Select Dividend ETF
IDV
$7.94B
$8.96K 0.01%
245
QCOM icon
466
Qualcomm
QCOM
$137B
$8.91K 0.01%
54
+1
MLPX icon
467
Global X MLP & Energy Infrastructure ETF
MLPX
$3.27B
$8.9K 0.01%
+142
EXR icon
468
Extra Space Storage
EXR
$27.4B
$8.88K 0.01%
63
+45
CWB icon
469
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$4.75B
$8.78K 0.01%
97
KTB icon
470
Kontoor Brands
KTB
$3.81B
$8.78K 0.01%
110
PCEF icon
471
Invesco CEF Income Composite ETF
PCEF
$758M
$8.69K 0.01%
435
MCO icon
472
Moody's
MCO
$77.5B
$8.55K 0.01%
18
+1
VCIT icon
473
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$64.7B
$8.41K 0.01%
100
PSA icon
474
Public Storage
PSA
$47.3B
$8.38K 0.01%
29
RBA icon
475
RB Global
RBA
$17.8B
$8.23K 0.01%
76