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
51
$3.95M 0.62%
43,037
+306
52
$3.81M 0.6%
209,354
+10,495
53
$3.36M 0.53%
40,441
+2,924
54
$3.21M 0.51%
63,548
+14,061
55
$3.11M 0.49%
18,414
+3,651
56
$2.99M 0.47%
58,454
+10,724
57
$2.86M 0.45%
72,298
-62,291
58
$2.63M 0.42%
54,488
+5,579
59
$2.63M 0.42%
25,185
-1,393
60
$2.54M 0.4%
22,513
-9
61
$2.43M 0.39%
9,706
-321
62
$2.31M 0.37%
55,304
-896
63
$2.31M 0.37%
97,257
-9,728
64
$2.11M 0.33%
28,587
+8,029
65
$2.09M 0.33%
6,776
-338
66
$2.07M 0.33%
37,914
-1,150
67
$2.04M 0.32%
26,631
+23,973
68
$1.89M 0.3%
15,765
-145
69
$1.77M 0.28%
16,190
-7,305
70
$1.71M 0.27%
24,341
+1,180
71
$1.63M 0.26%
45,685
+1,100
72
$1.47M 0.23%
119,635
+54,675
73
$1.42M 0.23%
10,755
74
$1.42M 0.23%
4,380
-50
75
$1.4M 0.22%
31,371
-6,731
1 2
3
4 5