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
351
$8K ﹤0.01%
+137
352
$7K ﹤0.01%
+58
353
$7K ﹤0.01%
899
354
$7K ﹤0.01%
+29
355
$7K ﹤0.01%
200
356
$7K ﹤0.01%
116
-117
357
$6K ﹤0.01%
+110
358
$6K ﹤0.01%
220
-47
359
$6K ﹤0.01%
200
360
$6K ﹤0.01%
200
361
$6K ﹤0.01%
+69
362
$6K ﹤0.01%
+33
363
$6K ﹤0.01%
+60
364
$6K ﹤0.01%
362
365
$6K ﹤0.01%
100
366
$6K ﹤0.01%
50
367
$6K ﹤0.01%
+72
368
$6K ﹤0.01%
385
369
$5K ﹤0.01%
400
370
$5K ﹤0.01%
+113
371
$5K ﹤0.01%
+22
372
$5K ﹤0.01%
+93
373
$5K ﹤0.01%
100
374
$5K ﹤0.01%
200
375
$5K ﹤0.01%
176
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