1IA

1834 Investment Advisors Portfolio holdings

AUM $815M
1-Year Est. Return 12.59%
This Quarter Est. Return
1 Year Est. Return
+12.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$773M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
514
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$9.29M
3
+$5.68M
4
PFXF icon
VanEck Preferred Securities ex Financials ETF
PFXF
+$4.39M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$3.21M

Top Sells

1
+$8.81M
2
+$6.5M
3
+$6.01M
4
DIS icon
Walt Disney
DIS
+$5.77M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$5.38M

Sector Composition

1 Technology 10.94%
2 Healthcare 10.03%
3 Consumer Staples 6.03%
4 Financials 5.49%
5 Communication Services 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$75K 0.01%
200
252
$74K 0.01%
925
253
$74K 0.01%
1,075
254
$74K 0.01%
600
+500
255
$73K 0.01%
+3,800
256
$67K 0.01%
513
257
$65K 0.01%
1,740
258
$62K 0.01%
738
259
$61K 0.01%
894
+143
260
$60K 0.01%
317
261
$57K 0.01%
922
262
$56K 0.01%
197
+100
263
$55K 0.01%
400
264
$54K 0.01%
750
265
$53K 0.01%
867
-1,395
266
$52K 0.01%
1,214
-20
267
$49K 0.01%
718
-418
268
$47K 0.01%
+500
269
$47K 0.01%
1,215
270
$47K 0.01%
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271
$46K 0.01%
186
272
$46K 0.01%
191
-33
273
$46K 0.01%
4,075
274
$46K 0.01%
830
+354
275
$45K 0.01%
1,150
9 10
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