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
351
$16K ﹤0.01%
100
352
$15K ﹤0.01%
252
+7
353
$15K ﹤0.01%
+62
354
$15K ﹤0.01%
+361
355
$14K ﹤0.01%
92
356
$14K ﹤0.01%
+360
357
$14K ﹤0.01%
439
358
$14K ﹤0.01%
1,000
359
$14K ﹤0.01%
+265
360
$14K ﹤0.01%
600
+100
361
$14K ﹤0.01%
563
362
$13K ﹤0.01%
+665
363
$13K ﹤0.01%
822
364
$13K ﹤0.01%
+100
365
$13K ﹤0.01%
199
-286
366
$13K ﹤0.01%
60
367
$12K ﹤0.01%
80
-20
368
$12K ﹤0.01%
200
-30
369
$12K ﹤0.01%
154
-331
370
$12K ﹤0.01%
433
371
$12K ﹤0.01%
150
-250
372
$12K ﹤0.01%
500
373
$11K ﹤0.01%
2,500
374
$11K ﹤0.01%
+100
375
$11K ﹤0.01%
351
13 14
15
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