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
$686M
AUM Growth
+$54.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1
+$7.23M
2
+$6.52M
3
+$3.22M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$2.4M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$2.09M

Top Sells

1
+$5.16M
2
+$3.85M
3
+$3.54M
4
AAPL icon
Apple
AAPL
+$2.51M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$1.54M

Sector Composition

1 Technology 11.37%
2 Healthcare 10.22%
3 Communication Services 4.94%
4 Consumer Staples 4.37%
5 Financials 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.4M 0.64%
61,145
+1,112
52
$4.25M 0.62%
37,573
-128
53
$3.56M 0.52%
39,654
-787
54
$3.52M 0.51%
145,919
+48,662
55
$3.5M 0.51%
57,561
-17,858
56
$3.45M 0.5%
17,518
-896
57
$3.23M 0.47%
155,025
+154,495
58
$3.07M 0.45%
71,218
+12,764
59
$3.04M 0.44%
70,251
-2,047
60
$2.81M 0.41%
24,118
-1,067
61
$2.77M 0.4%
9,987
+281
62
$2.66M 0.39%
22,513
63
$2.63M 0.38%
54,401
-87
64
$2.38M 0.35%
54,654
-650
65
$2.23M 0.33%
28,207
-380
66
$2.2M 0.32%
15,820
+55
67
$2.15M 0.31%
26,631
68
$2.08M 0.3%
37,815
-99
69
$2.08M 0.3%
6,197
-579
70
$1.8M 0.26%
24,041
-300
71
$1.65M 0.24%
44,560
-1,125
72
$1.53M 0.22%
54,567
-126,491
73
$1.48M 0.22%
10,691
-64
74
$1.48M 0.22%
4,360
-20
75
$1.44M 0.21%
24,231
+3,172
1 2
3
4 5