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
376
$5K ﹤0.01%
+17
377
$5K ﹤0.01%
+36
378
$5K ﹤0.01%
150
379
$5K ﹤0.01%
34
+10
380
$5K ﹤0.01%
+9
381
$5K ﹤0.01%
+55
382
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+18
383
$5K ﹤0.01%
324
384
$5K ﹤0.01%
279
385
$5K ﹤0.01%
400
386
$5K ﹤0.01%
110
387
$5K ﹤0.01%
+28
388
$5K ﹤0.01%
+88
389
$4K ﹤0.01%
+96
390
$4K ﹤0.01%
140
391
$4K ﹤0.01%
353
392
$4K ﹤0.01%
+60
393
$4K ﹤0.01%
116
+10
394
$4K ﹤0.01%
+85
395
$4K ﹤0.01%
46
396
$4K ﹤0.01%
+12
397
$4K ﹤0.01%
+17
398
$4K ﹤0.01%
+80
399
$4K ﹤0.01%
320
400
$4K ﹤0.01%
+15
14 15
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