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
$72.5M
AUM Growth
-$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$1.22M
2
+$982K
3
+$749K
4
JHPI icon
John Hancock Preferred Income ETF
JHPI
+$622K
5
XOM icon
Exxon Mobil
XOM
+$555K

Top Sells

1
+$1.11B
2
+$478M
3
+$15.5M
4
ITM icon
VanEck Intermediate Muni ETF
ITM
+$1.19M
5
SPG icon
Simon Property Group
SPG
+$919K

Sector Composition

1 Technology 11%
2 Healthcare 9%
3 Energy 8.2%
4 Real Estate 7.88%
5 Financials 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$499K 0.69%
+2,257
52
$494K 0.68%
+28,217
53
$491K 0.68%
36,429
-16,358
54
$471K 0.65%
5,519
-5,996
55
$467K 0.64%
7,156
-3,916
56
$457K 0.63%
6,411
+450
57
$452K 0.62%
2,544
+157
58
$452K 0.62%
1,657
+23
59
$445K 0.61%
4,053
+541
60
$437K 0.6%
5,554
-319
61
$429K 0.59%
4,699
-1,612
62
$424K 0.58%
21,846
-1,436
63
$418K 0.58%
4,425
+319
64
$417K 0.58%
3,088
+112
65
$407K 0.56%
10,867
+566
66
$404K 0.56%
12,832
+1,156
67
$399K 0.55%
+13,820
68
$398K 0.55%
11,264
+926
69
$380K 0.52%
+6,890
70
$378K 0.52%
696
-1,245
71
$372K 0.51%
8,429
+818
72
$372K 0.51%
19,538
+1,467
73
$368K 0.51%
8,020
+387
74
$348K 0.48%
+2,055
75
$348K 0.48%
+8,234
1 2
3
4 5