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
$632M
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1
+$7.02M
2
+$4.39M
3
+$4.29M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.71M
5
DOW icon
Dow Inc
DOW
+$3.21M

Top Sells

1
+$6.08M
2
+$5.49M
3
+$4.16M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$2.56M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.31M

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%
+70
428
$2K ﹤0.01%
+41
429
$2K ﹤0.01%
100
430
$2K ﹤0.01%
+73
431
$2K ﹤0.01%
+70
432
$2K ﹤0.01%
50
433
$2K ﹤0.01%
+71
434
$2K ﹤0.01%
+42
435
$2K ﹤0.01%
+91
436
$1K ﹤0.01%
7
437
$1K ﹤0.01%
40
438
$1K ﹤0.01%
89
439
$1K ﹤0.01%
+33
440
$1K ﹤0.01%
+47
441
$1K ﹤0.01%
31
442
$1K ﹤0.01%
70
443
$1K ﹤0.01%
23
-48,283
444
$1K ﹤0.01%
35
445
$1K ﹤0.01%
+45
446
$1K ﹤0.01%
92
447
– –
-8,580
448
– –
-1,495
449
– –
-8,030
450
– –
-400
16 17
18
19 20