1IA
1834 Investment Advisors Portfolio holdings
AUM
$790M
1-Year Return
13.61%
This Quarter Return
-1.2%
1 Year Return
+13.61%
3 Year Return
+46.02%
5 Year Return
+80.26%
10 Year Return
+150.39%
AUM
$585M
AUM Growth
-$49.4M
(-7.8%)
Cap. Flow
-$42M
Cap. Flow
% of AUM
-7.18%
Top 10 Holdings %
Top 10 Hldgs %
28.93%
Holding
505
New
42
Increased
97
Reduced
123
Closed
46
Top Buys
| 1 |
Citigroup
C
|
+$6.2M |
| 2 |
Invesco KBW Regional Banking ETF
KBWR
|
+$5.22M |
| 3 |
International Paper
IP
|
+$4.26M |
| 4 |
Travel + Leisure Co
TNL
|
+$4.11M |
| 5 |
IBM
IBM
|
+$3.99M |
Top Sells
| 1 |
Kohl's
KSS
|
+$9.01M |
| 2 |
AbbVie
ABBV
|
+$7.27M |
| 3 |
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
|
+$6.59M |
| 4 |
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
|
+$5.96M |
| 5 |
Wells Fargo
WFC
|
+$5.75M |
Sector Composition
| 1 | Technology | 9.95% |
| 2 | Financials | 7.28% |
| 3 | Healthcare | 7.02% |
| 4 | Industrials | 6.37% |
| 5 | Consumer Staples | 5.72% |
