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
$521M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$5.17M
2
+$4.52M
3
+$4.01M
4
DAL icon
Delta Air Lines
DAL
+$3.64M
5
INTC icon
Intel
INTC
+$2.98M

Top Sells

1
+$5.31M
2
+$4.49M
3
+$3.97M
4
BA icon
Boeing
BA
+$2.62M
5
BSCH
Guggenheim BulletShares 2017 Corporate Bond ETF
BSCH
+$2.17M

Sector Composition

1 Healthcare 9.55%
2 Industrials 7.63%
3 Technology 6.75%
4 Financials 6.68%
5 Consumer Discretionary 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.95M 1.33%
48,669
+1,348
27
$6.71M 1.29%
37,932
-14,805
28
$6.57M 1.26%
134,391
+29,538
29
$6.54M 1.26%
152,659
-17,615
30
$6.44M 1.24%
59,996
+1,230
31
$6.26M 1.2%
38,168
-852
32
$6.22M 1.19%
54,639
-1,739
33
$6.1M 1.17%
144,812
+19,179
34
$5.67M 1.09%
265,024
+17,083
35
$5.4M 1.04%
45,137
-11,224
36
$5.33M 1.02%
95,808
+72,090
37
$5.2M 1%
35,398
+166
38
$5.17M 0.99%
+86,516
39
$4.99M 0.96%
43,428
-225
40
$4.83M 0.93%
133,833
+82,710
41
$4.62M 0.89%
55,619
-250
42
$4.6M 0.88%
218,636
+31,588
43
$4.59M 0.88%
220,992
+19,342
44
$4.52M 0.87%
+77,406
45
$4.51M 0.86%
57,406
+23,413
46
$4.43M 0.85%
56,791
+5,682
47
$4.37M 0.84%
206,556
+17,968
48
$4.35M 0.83%
26,900
-350
49
$4.24M 0.81%
199,863
+17,166
50
$4.24M 0.81%
60,972
+13,961
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