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
$773M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
514
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$9.29M
3
+$5.68M
4
PFXF icon
VanEck Preferred Securities ex Financials ETF
PFXF
+$4.39M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$3.21M

Top Sells

1
+$8.81M
2
+$6.5M
3
+$6.01M
4
DIS icon
Walt Disney
DIS
+$5.77M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$5.38M

Sector Composition

1 Technology 10.94%
2 Healthcare 10.03%
3 Consumer Staples 6.03%
4 Financials 5.49%
5 Communication Services 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$6K ﹤0.01%
+200
427
$6K ﹤0.01%
60
428
$5K ﹤0.01%
25
-25
429
$5K ﹤0.01%
50
-50
430
$4K ﹤0.01%
45
431
$4K ﹤0.01%
1,000
432
$4K ﹤0.01%
62
433
$4K ﹤0.01%
+270
434
$4K ﹤0.01%
12
435
$4K ﹤0.01%
87
436
$4K ﹤0.01%
46
437
$4K ﹤0.01%
150
438
$4K ﹤0.01%
70
439
$4K ﹤0.01%
+28
440
$4K ﹤0.01%
+100
441
$3K ﹤0.01%
35
442
$3K ﹤0.01%
424
443
$3K ﹤0.01%
50
444
$3K ﹤0.01%
500
445
$3K ﹤0.01%
+25
446
$2K ﹤0.01%
83
447
$2K ﹤0.01%
70
448
$2K ﹤0.01%
168
-396
449
$2K ﹤0.01%
10
450
$2K ﹤0.01%
29
-12,260
16 17
18
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