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
$816M
AUM Growth
-$68.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
489
New
Increased
Reduced
Closed

Top Buys

1
+$6.49M
2
+$3.57M
3
+$2.63M
4
DOCS icon
Doximity
DOCS
+$2.59M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$2.58M

Top Sells

1
+$12.9M
2
+$9.39M
3
+$7.38M
4
PFE icon
Pfizer
PFE
+$6.33M
5
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$5.86M

Sector Composition

1 Technology 12.98%
2 Healthcare 10.44%
3 Financials 6.45%
4 Consumer Staples 5.11%
5 Communication Services 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.57M 1.17%
232,219
-1,335
27
$9.34M 1.14%
183,265
-5,124
28
$9.23M 1.13%
72,041
+401
29
$9.14M 1.12%
176,503
-122,266
30
$9.06M 1.11%
182,478
+8,709
31
$9.03M 1.11%
55,462
-5,113
32
$8.92M 1.09%
64,160
-1,300
33
$8.86M 1.08%
443,545
+66,892
34
$8.57M 1.05%
56,097
+6,175
35
$8.48M 1.04%
183,923
+11,762
36
$8.3M 1.02%
275,155
-2,152
37
$8.21M 1.01%
81,112
-49,917
38
$8.15M 1%
182,108
+11,042
39
$7.57M 0.93%
68,244
+1,909
40
$7.45M 0.91%
139,493
-3,500
41
$7.31M 0.89%
44,820
-2,680
42
$6.84M 0.84%
33,829
+1,586
43
$6.36M 0.78%
23,273
-339
44
$6.36M 0.78%
356,066
+39,773
45
$6.03M 0.74%
13,296
-426
46
$5.43M 0.66%
44,061
+2,854
47
$5.38M 0.66%
61,584
+1,582
48
$5.32M 0.65%
154,293
+44
49
$4.91M 0.6%
93,932
-34,581
50
$4.82M 0.59%
17,347
-750
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