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
376
$11K ﹤0.01%
200
377
$11K ﹤0.01%
1,000
378
$11K ﹤0.01%
+305
379
$11K ﹤0.01%
257
380
$11K ﹤0.01%
39
381
$11K ﹤0.01%
223
-255
382
$11K ﹤0.01%
449
383
$11K ﹤0.01%
290
+190
384
$11K ﹤0.01%
50
-5
385
$10K ﹤0.01%
+50
386
$10K ﹤0.01%
160
-11,800
387
$10K ﹤0.01%
+652
388
$10K ﹤0.01%
+30
389
$9K ﹤0.01%
278
390
$9K ﹤0.01%
177
391
$9K ﹤0.01%
400
392
$9K ﹤0.01%
100
393
$9K ﹤0.01%
+500
394
$9K ﹤0.01%
+467
395
$9K ﹤0.01%
114
396
$9K ﹤0.01%
70
+2
397
$9K ﹤0.01%
34
398
$9K ﹤0.01%
320
399
$9K ﹤0.01%
200
400
$9K ﹤0.01%
1,000
14 15
16
17 18