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
$632M
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1
+$7.29M
2
+$4.73M
3
+$4.22M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$4.04M
5
DOW icon
Dow Inc
DOW
+$3.58M

Top Sells

1
+$6.56M
2
+$6.49M
3
+$4.97M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$2.65M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.47M

Sector Composition

1 Technology 10.71%
2 Healthcare 10.42%
3 Communication Services 5.4%
4 Consumer Staples 4.49%
5 Industrials 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$10K ﹤0.01%
+39
327
$10K ﹤0.01%
573
-427
328
$10K ﹤0.01%
1,000
329
$10K ﹤0.01%
260
330
$10K ﹤0.01%
2,500
331
$10K ﹤0.01%
114
-114
332
$10K ﹤0.01%
60
333
$10K ﹤0.01%
100
334
$10K ﹤0.01%
800
335
$9K ﹤0.01%
351
336
$9K ﹤0.01%
282
337
$9K ﹤0.01%
563
338
$9K ﹤0.01%
449
-9,100
339
$8K ﹤0.01%
39
340
$8K ﹤0.01%
+134
341
$8K ﹤0.01%
278
342
$8K ﹤0.01%
175
343
$8K ﹤0.01%
151
-47
344
$8K ﹤0.01%
822
345
$8K ﹤0.01%
114
346
$8K ﹤0.01%
1,000
347
$8K ﹤0.01%
+302
348
$8K ﹤0.01%
+66
349
$8K ﹤0.01%
200
350
$8K ﹤0.01%
1,000
12 13
14
15 16