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
$835M
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$10.9M
3
+$7.67M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$5.84M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$5.39M

Top Sells

1
+$4.26M
2
+$3.83M
3
+$3.3M
4
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$3.06M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$2.53M

Sector Composition

1 Technology 13.84%
2 Healthcare 8.99%
3 Financials 5.74%
4 Consumer Staples 5.21%
5 Energy 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.72M 0.57%
376,836
+11,324
52
$4.71M 0.56%
138,195
+75,984
53
$4.71M 0.56%
63,382
+455
54
$4.69M 0.56%
45,405
+14,945
55
$4.44M 0.53%
29,838
+1,102
56
$4.38M 0.52%
24,562
+18,133
57
$4.11M 0.49%
257,523
-56,559
58
$3.97M 0.48%
179,106
-34,371
59
$3.8M 0.46%
15,559
-1,022
60
$3.73M 0.45%
211,053
-33,164
61
$3.52M 0.42%
+11,053
62
$3.34M 0.4%
14,824
+8,650
63
$3.33M 0.4%
16,536
-8,223
64
$3.27M 0.39%
45,709
-1,796
65
$3.22M 0.39%
42,623
-18,035
66
$3.09M 0.37%
31,944
+21,391
67
$3.06M 0.37%
10,357
+922
68
$2.97M 0.36%
29,370
+14,999
69
$2.92M 0.35%
12,873
-9
70
$2.9M 0.35%
19,024
-660
71
$2.83M 0.34%
51,180
+7,168
72
$2.74M 0.33%
134,923
-26,709
73
$2.68M 0.32%
30,526
+21,523
74
$2.67M 0.32%
59,202
+45,227
75
$2.6M 0.31%
+19,650
1 2
3
4 5