1IA

1834 Investment Advisors Portfolio holdings

AUM $797M
1-Year Est. Return 15.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$652M
AUM Growth
-$36.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
511
New
Increased
Reduced
Closed

Top Buys

1
+$7.83M
2
+$5.62M
3
+$1.71M
4
AXP icon
American Express
AXP
+$1.54M
5
PFXF icon
VanEck Preferred Securities ex Financials ETF
PFXF
+$1.53M

Top Sells

1
+$8.56M
2
+$8.31M
3
+$5M
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$4.51M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$3.99M

Sector Composition

1 Technology 8.34%
2 Healthcare 8.25%
3 Industrials 5.43%
4 Communication Services 5.04%
5 Financials 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$8K ﹤0.01%
150
-25
402
$8K ﹤0.01%
408
403
$8K ﹤0.01%
+39
404
$8K ﹤0.01%
+268
405
$7K ﹤0.01%
67
406
$7K ﹤0.01%
200
407
$7K ﹤0.01%
50
408
$7K ﹤0.01%
+120
409
$7K ﹤0.01%
53
+47
410
$6K ﹤0.01%
+700
411
$6K ﹤0.01%
500
412
$6K ﹤0.01%
27
413
$6K ﹤0.01%
200
-237
414
$6K ﹤0.01%
176
-490
415
$6K ﹤0.01%
100
416
$6K ﹤0.01%
243
417
$6K ﹤0.01%
362
418
$5K ﹤0.01%
+108
419
$5K ﹤0.01%
152
420
$5K ﹤0.01%
+46
421
$5K ﹤0.01%
400
422
$4K ﹤0.01%
+583
423
$4K ﹤0.01%
15
424
$4K ﹤0.01%
200
425
$4K ﹤0.01%
196
15 16
17
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