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
426
$2K ﹤0.01%
+27
427
$2K ﹤0.01%
+41
428
$2K ﹤0.01%
+40
429
$2K ﹤0.01%
+70
430
$2K ﹤0.01%
+40
431
$2K ﹤0.01%
50
432
$2K ﹤0.01%
+71
433
$2K ﹤0.01%
+42
434
$2K ﹤0.01%
+30
435
$2K ﹤0.01%
+91
436
$1K ﹤0.01%
31
437
$1K ﹤0.01%
70
438
$1K ﹤0.01%
23
-48,283
439
$1K ﹤0.01%
+47
440
$1K ﹤0.01%
7
441
$1K ﹤0.01%
40
442
$1K ﹤0.01%
89
443
$1K ﹤0.01%
+33
444
$1K ﹤0.01%
35
445
$1K ﹤0.01%
+45
446
$1K ﹤0.01%
92
447
– –
-11,688
448
– –
-1,495
449
$0 ﹤0.01%
7
450
– –
-3,767
16 17
18
19 20