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

Top Buys

1
+$8.38M
2
+$7.57M
3
+$6.65M
4
KEY icon
KeyCorp
KEY
+$5.81M
5
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$3.22M

Top Sells

1
+$16M
2
+$6.65M
3
+$6.49M
4
MDT icon
Medtronic
MDT
+$6.06M
5
FEMB icon
First Trust Emerging Markets Local Currency Bond ETF
FEMB
+$5.63M

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
426
$2K ﹤0.01%
90
427
$2K ﹤0.01%
85
428
$2K ﹤0.01%
4
429
$2K ﹤0.01%
34
430
$2K ﹤0.01%
100
431
$2K ﹤0.01%
+32
432
$2K ﹤0.01%
+12
433
$2K ﹤0.01%
210
434
$2K ﹤0.01%
+82
435
$2K ﹤0.01%
81
436
$2K ﹤0.01%
84
437
$2K ﹤0.01%
32
438
$2K ﹤0.01%
+32
439
$2K ﹤0.01%
+400
440
$2K ﹤0.01%
+9
441
$2K ﹤0.01%
+134
442
$1K ﹤0.01%
+60
443
$1K ﹤0.01%
100
444
$1K ﹤0.01%
300
445
$1K ﹤0.01%
54
446
$1K ﹤0.01%
9
447
$1K ﹤0.01%
41
448
$1K ﹤0.01%
10
449
$1K ﹤0.01%
22
450
$1K ﹤0.01%
+5
16 17
18
19 20