We are live on ! Find out more
1IA

1834 Investment Advisors Portfolio holdings

AUM $801M
1-Year Est. Return 18.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.16%
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
+$7.02M
2
+$4.39M
3
+$4.29M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.71M
5
DOW icon
Dow Inc
DOW
+$3.21M

Top Sells

1
+$6.08M
2
+$5.49M
3
+$4.16M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$2.56M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.31M

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%
260
327
$10K ﹤0.01%
2,500
328
$10K ﹤0.01%
114
-114
329
$10K ﹤0.01%
60
330
$10K ﹤0.01%
100
331
$10K ﹤0.01%
130
332
$10K ﹤0.01%
+39
333
$10K ﹤0.01%
800
334
$10K ﹤0.01%
398
-8,310
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%
114
340
$8K ﹤0.01%
1,000
341
$8K ﹤0.01%
278
342
$8K ﹤0.01%
175
343
$8K ﹤0.01%
361
-112
344
$8K ﹤0.01%
822
345
$8K ﹤0.01%
+302
346
$8K ﹤0.01%
+66
347
$8K ﹤0.01%
39
348
$8K ﹤0.01%
+268
349
$8K ﹤0.01%
1,000
350
$8K ﹤0.01%
+137
12 13
14
15 16