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
51
$4.82M 0.73%
77,400
-244
52
$4.57M 0.7%
23,239
-1,424
53
$4.56M 0.69%
52,505
-2,200
54
$4.31M 0.66%
156,238
+1,045
55
$4.28M 0.65%
64,595
+17,187
56
$4.23M 0.64%
81,733
+2,806
57
$4.06M 0.62%
69,083
+12,325
58
$3.94M 0.6%
76,354
+18,430
59
$3.83M 0.58%
65,120
-40
60
$3.74M 0.57%
196,416
+15,557
61
$3.68M 0.56%
49,676
+600
62
$3.37M 0.51%
49,602
-658
63
$3.27M 0.5%
36,760
+3,700
64
$3.23M 0.49%
19,299
-524
65
$2.81M 0.43%
43,309
-10,445
66
$2.73M 0.42%
9,670
-6,913
67
$2.58M 0.39%
60,482
-1,509
68
$2.54M 0.39%
123,454
+35,732
69
$2.36M 0.36%
29,774
-261
70
$2.33M 0.35%
21,139
+5,976
71
$2.24M 0.34%
27,685
72
$2.24M 0.34%
25,291
-12,774
73
$2.15M 0.33%
40,717
-959
74
$2.13M 0.32%
54,980
+300
75
$1.91M 0.29%
119,960
1 2
3
4 5