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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
$657M
AUM Growth
+$59.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
444
New
Increased
Reduced
Closed

Top Buys

1
+$6.11M
2
+$6.07M
3
+$5.39M
4
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$4.56M
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$3.8M

Top Sells

1
+$6.96M
2
+$6.74M
3
+$6.02M
4
IP icon
International Paper
IP
+$5.37M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$3.96M

Sector Composition

1 Technology 8.11%
2 Industrials 7.67%
3 Financials 5.75%
4 Healthcare 5.75%
5 Consumer Staples 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$1K ﹤0.01%
+36
402
$1K ﹤0.01%
+22
403
$1K ﹤0.01%
40
404
$1K ﹤0.01%
250
405
$1K ﹤0.01%
24
406
$1K ﹤0.01%
35
407
$1K ﹤0.01%
10
408
– –
-117
409
– –
-2
410
$0 ﹤0.01%
+12
411
– –
-650
412
– –
-800
413
– –
-1,225
414
$0 ﹤0.01%
1
415
– –
-200
416
– –
-300
417
– –
-2,800
418
– –
-3
419
– –
-1,525
420
– –
0
421
– –
-500
422
– –
-175
423
– –
-16
424
$0 ﹤0.01%
9
425
– –
-200
14 15 16
17
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