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
$141M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
724
New
Increased
Reduced
Closed

Top Buys

1 +$726K
2 +$695K
3 +$626K
4
TFLR icon
T. Rowe Price Floating Rate ETF
TFLR
+$535K
5
MDT icon
Medtronic
MDT
+$483K

Top Sells

1 +$694K
2 +$506K
3 +$449K
4
NSA icon
National Storage Affiliates Trust
NSA
+$380K
5
CAT icon
Caterpillar
CAT
+$330K

Sector Composition

1 Technology 13.02%
2 Financials 9.01%
3 Healthcare 7.62%
4 Consumer Discretionary 7.29%
5 Industrials 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BXMT icon
626
Blackstone Mortgage Trust
BXMT
$3.43B
$1.16K ﹤0.01%
60
SWKS icon
627
Skyworks Solutions
SWKS
$10B
$1.12K ﹤0.01%
15
VRSK icon
628
Verisk Analytics
VRSK
$30.3B
$1.11K ﹤0.01%
3
-1
JMTG
629
JPMorgan Mortgage-Backed Securities ETF
JMTG
$6.29B
$1.1K ﹤0.01%
+22
MMM icon
630
3M
MMM
$89.7B
$1.1K ﹤0.01%
7
BUD icon
631
AB InBev
BUD
$124B
$1.03K ﹤0.01%
15
MSI icon
632
Motorola Solutions
MSI
$60.7B
$1.03K ﹤0.01%
2
BABA icon
633
Alibaba
BABA
$371B
$907 ﹤0.01%
8
VXUS icon
634
Vanguard Total International Stock ETF
VXUS
$115B
$898 ﹤0.01%
13
GROV icon
635
Grove Collaborative
GROV
$53.4M
$805 ﹤0.01%
700
EUSA icon
636
iShares MSCI USA Equal Weighted ETF
EUSA
$1.42B
$793 ﹤0.01%
8
EVGO icon
637
EVgo
EVGO
$434M
$730 ﹤0.01%
200
OGN icon
638
Organon & Co
OGN
$1.86B
$726 ﹤0.01%
75
KMX icon
639
CarMax
KMX
$6.02B
$672 ﹤0.01%
10
AMTM
640
Amentum Holdings
AMTM
$7.24B
$614 ﹤0.01%
26
-14
XBI icon
641
State Street SPDR S&P Biotech ETF
XBI
$7.67B
$581 ﹤0.01%
7
WEN icon
642
Wendy's
WEN
$1.64B
$571 ﹤0.01%
50
AAL icon
643
American Airlines Group
AAL
$9.87B
$561 ﹤0.01%
50
QQQ icon
644
Invesco QQQ Trust
QQQ
$400B
$552 ﹤0.01%
1
-3
DDOG icon
645
Datadog
DDOG
$51.2B
$537 ﹤0.01%
4
NOK icon
646
Nokia
NOK
$34.8B
$518 ﹤0.01%
100
AVSC icon
647
Avantis US Small Cap Equity ETF
AVSC
$2.11B
$516 ﹤0.01%
10
-245
DKNG icon
648
DraftKings
DKNG
$17.7B
$429 ﹤0.01%
10
-40
INDS icon
649
Pacer Industrial Real Estate ETF
INDS
$117M
$407 ﹤0.01%
11
KLG
650
DELISTED
WK Kellogg Co
KLG
$399 ﹤0.01%
25