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
$710M
AUM Growth
-$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
510
New
Increased
Reduced
Closed

Top Buys

1
+$8.38M
2
+$7.57M
3
+$6.65M
4
KEY icon
KeyCorp
KEY
+$5.81M
5
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$3.22M

Top Sells

1
+$16M
2
+$6.65M
3
+$6.49M
4
MDT icon
Medtronic
MDT
+$6.06M
5
FEMB icon
First Trust Emerging Markets Local Currency Bond ETF
FEMB
+$5.63M

Sector Composition

1 Technology 11.9%
2 Healthcare 10.78%
3 Financials 6.06%
4 Consumer Staples 3.74%
5 Communication Services 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.46M 0.49%
82,824
-11,108
52
$3.1M 0.44%
49,577
+1,517
53
$3.09M 0.44%
21,327
+424
54
$2.7M 0.38%
13,102
-246
55
$2.64M 0.37%
7,618
+5,841
56
$2.61M 0.37%
9,516
+307
57
$2.58M 0.36%
20,122
-1,585
58
$2.48M 0.35%
33,734
+5,287
59
$2.38M 0.34%
24,124
+673
60
$2.37M 0.33%
16,776
+13,418
61
$2.36M 0.33%
18,559
-776
62
$2.25M 0.32%
15,642
+2,365
63
$2.25M 0.32%
32,061
-5,002
64
$2.07M 0.29%
+25,816
65
$2.06M 0.29%
5,454
-53
66
$2.02M 0.28%
95,266
-95,959
67
$2M 0.28%
26,104
-2,086
68
$1.88M 0.26%
46,373
+3,898
69
$1.85M 0.26%
12,110
-4,870
70
$1.84M 0.26%
30,937
+3,682
71
$1.84M 0.26%
40,590
+5,280
72
$1.75M 0.25%
50,192
73
$1.72M 0.24%
64,325
-210,830
74
$1.7M 0.24%
4,120
-50
75
$1.55M 0.22%
14,271
+160
1 2
3
4 5