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
51
$4.05M 0.78%
80,465
+30,766
52
$3.93M 0.75%
184,961
-1,192
53
$3.64M 0.7%
+79,228
54
$3.27M 0.63%
62,074
-952
55
$3.19M 0.61%
80,317
+14,550
56
$3.09M 0.59%
23,581
-186
57
$2.9M 0.56%
21,319
+4,859
58
$2.9M 0.56%
92,266
+4,727
59
$2.73M 0.52%
43,860
+17,287
60
$2.69M 0.52%
50,367
+788
61
$2.65M 0.51%
128,134
+25,461
62
$2.61M 0.5%
50,260
-1,350
63
$2.53M 0.49%
123,186
+8,748
64
$2.52M 0.48%
22,303
-1,295
65
$2.4M 0.46%
22,642
-525
66
$2.38M 0.46%
26,451
-3,420
67
$2.14M 0.41%
9,068
-1,034
68
$1.94M 0.37%
+50,867
69
$1.89M 0.36%
15,608
+2
70
$1.89M 0.36%
14,336
-34,112
71
$1.88M 0.36%
16,795
-397
72
$1.83M 0.35%
30,196
+633
73
$1.66M 0.32%
42,355
74
$1.64M 0.32%
34,116
-839
75
$1.63M 0.31%
16,573
-534
1 2
3
4 5