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
$657M
AUM Growth
+$59.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
444
New
Increased
Reduced
Closed

Top Buys

1
+$6.36M
2
+$5.62M
3
+$5.39M
4
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$4.58M
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$3.83M

Top Sells

1
+$7.62M
2
+$7.2M
3
+$6.02M
4
IP icon
International Paper
IP
+$5.42M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$4.14M

Sector Composition

1 Technology 8.11%
2 Industrials 7.67%
3 Financials 5.75%
4 Healthcare 5.75%
5 Consumer Staples 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.96M 1.21%
197,492
-6,094
27
$7.79M 1.19%
84,874
+9,827
28
$7.69M 1.17%
25,624
+6,320
29
$7.42M 1.13%
40,875
+1,525
30
$7.41M 1.13%
129,910
+31,601
31
$7.09M 1.08%
63,829
-926
32
$7.04M 1.07%
144,045
-13,002
33
$6.82M 1.04%
55,399
+1,180
34
$6.8M 1.04%
15,910
+39
35
$6.73M 1.03%
44,490
-1,970
36
$6.71M 1.02%
38,643
-88
37
$6.42M 0.98%
40,377
-7,258
38
$6.4M 0.98%
64,400
-1,094
39
$6.36M 0.97%
+36,253
40
$6.3M 0.96%
81,395
-2,698
41
$6.23M 0.95%
52,320
-5,829
42
$6.22M 0.95%
253,071
+22,229
43
$6.02M 0.92%
109,146
-1,098
44
$5.94M 0.9%
110,122
+24,015
45
$5.77M 0.88%
91,150
+88,830
46
$5.39M 0.82%
+89,916
47
$5.24M 0.8%
90,002
-71,184
48
$5.17M 0.79%
75,106
+2,620
49
$5.13M 0.78%
40,966
+927
50
$5.12M 0.78%
41,440
-211
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