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
$710M
AUM Growth
-$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
510
New
Increased
Reduced
Closed

Top Buys

1
+$9.11M
2
+$7.12M
3
+$7.01M
4
KEY icon
KeyCorp
KEY
+$6.52M
5
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$3.23M

Top Sells

1
+$16M
2
+$8.88M
3
+$6.82M
4
KO icon
Coca-Cola
KO
+$6.7M
5
FEMB icon
First Trust Emerging Markets Local Currency Bond ETF
FEMB
+$5.93M

Sector Composition

1 Technology 11.9%
2 Healthcare 10.78%
3 Financials 6.06%
4 Consumer Staples 3.74%
5 Communication Services 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$5K ﹤0.01%
194
402
$5K ﹤0.01%
200
-220
403
$5K ﹤0.01%
1,530
404
$5K ﹤0.01%
46
405
$5K ﹤0.01%
+45
406
$4K ﹤0.01%
87
407
$4K ﹤0.01%
363
408
$4K ﹤0.01%
125
409
$4K ﹤0.01%
97
410
$4K ﹤0.01%
260
411
$4K ﹤0.01%
125
-25
412
$4K ﹤0.01%
974
413
$3K ﹤0.01%
79
414
$3K ﹤0.01%
82
-225
415
$3K ﹤0.01%
200
416
$3K ﹤0.01%
177
417
$3K ﹤0.01%
65
418
$3K ﹤0.01%
28
419
$3K ﹤0.01%
298
-325
420
$3K ﹤0.01%
52
421
$2K ﹤0.01%
+28
422
$2K ﹤0.01%
70
423
$2K ﹤0.01%
56
424
$2K ﹤0.01%
90
425
$2K ﹤0.01%
55
15 16
17
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