1IA

1834 Investment Advisors Portfolio holdings

AUM $790M
1-Year Est. Return 13.61%
This Quarter Est. Return
1 Year Est. Return
+13.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$632M
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1
+$7.29M
2
+$4.73M
3
+$4.22M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$4.04M
5
DOW icon
Dow Inc
DOW
+$3.58M

Top Sells

1
+$6.56M
2
+$6.49M
3
+$4.97M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$2.65M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.47M

Sector Composition

1 Technology 10.71%
2 Healthcare 10.42%
3 Communication Services 5.4%
4 Consumer Staples 4.49%
5 Industrials 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.92M 1.25%
47,336
+43,552
27
$7.82M 1.24%
83,180
+6,851
28
$7.63M 1.21%
187,210
+87,719
29
$7.63M 1.21%
163,502
+5,388
30
$7.5M 1.19%
167,908
+43,868
31
$7.27M 1.15%
230,290
+16,600
32
$7.25M 1.15%
309,341
+4,732
33
$7.02M 1.11%
62,986
+5,295
34
$6.79M 1.08%
368,712
+31,393
35
$6.77M 1.07%
68,948
+6,365
36
$6.44M 1.02%
70,662
+2,653
37
$6.17M 0.98%
19,924
-895
38
$6.08M 0.96%
273,808
+34,220
39
$5.51M 0.87%
140,513
+17,257
40
$5.47M 0.87%
39,640
+2,300
41
$5.36M 0.85%
60,033
+1,394
42
$5.25M 0.83%
73,980
+11,680
43
$4.89M 0.77%
51,410
+843
44
$4.87M 0.77%
78,999
+11,312
45
$4.66M 0.74%
15,169
+6,384
46
$4.55M 0.72%
75,419
-23,154
47
$4.45M 0.71%
21,527
+6,320
48
$4.22M 0.67%
181,058
-5,071
49
$4.2M 0.66%
57,033
-1,098
50
$3.99M 0.63%
37,701
+3,820
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