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
401
$4K ﹤0.01%
100
402
$4K ﹤0.01%
243
403
$3K ﹤0.01%
424
-3,961
404
$3K ﹤0.01%
+29
405
$3K ﹤0.01%
152
406
$3K ﹤0.01%
87
407
$3K ﹤0.01%
+35
408
$3K ﹤0.01%
+204
409
$3K ﹤0.01%
995
410
$3K ﹤0.01%
+33
411
$3K ﹤0.01%
+8
412
$3K ﹤0.01%
500
413
$3K ﹤0.01%
+48
414
$3K ﹤0.01%
+36
415
$3K ﹤0.01%
+28
416
$3K ﹤0.01%
+58
417
$3K ﹤0.01%
+60
418
$2K ﹤0.01%
100
419
$2K ﹤0.01%
+73
420
$2K ﹤0.01%
+70
421
$2K ﹤0.01%
+38
422
$2K ﹤0.01%
+71
423
$2K ﹤0.01%
+141
424
$2K ﹤0.01%
+23
425
$2K ﹤0.01%
+40
15 16
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