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
451
$1K ﹤0.01%
665
452
$1K ﹤0.01%
39
453
$1K ﹤0.01%
12
454
$1K ﹤0.01%
5
455
$1K ﹤0.01%
+60
456
$1K ﹤0.01%
4
457
$1K ﹤0.01%
43
458
$1K ﹤0.01%
56
459
$1K ﹤0.01%
7
460
$1K ﹤0.01%
72
-4
461
$1K ﹤0.01%
13
462
$1K ﹤0.01%
33
463
$1K ﹤0.01%
14
464
$1K ﹤0.01%
40
465
– –
-341
466
– –
-275
467
– –
-250
468
$0 ﹤0.01%
+10
469
– –
-361
470
– –
-283
471
– –
-112
472
– –
-838,860
473
– –
-60
474
– –
-4
475
– –
-1,000
17 18
19
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