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
$521M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$5.17M
2
+$4.52M
3
+$4.01M
4
DAL icon
Delta Air Lines
DAL
+$3.64M
5
INTC icon
Intel
INTC
+$2.98M

Top Sells

1
+$5.31M
2
+$4.49M
3
+$3.97M
4
BA icon
Boeing
BA
+$2.62M
5
BSCH
Guggenheim BulletShares 2017 Corporate Bond ETF
BSCH
+$2.17M

Sector Composition

1 Healthcare 9.55%
2 Industrials 7.63%
3 Technology 6.75%
4 Financials 6.68%
5 Consumer Discretionary 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.59M 0.31%
46,405
-1,700
77
$1.56M 0.3%
102,795
78
$1.52M 0.29%
5,691
-295
79
$1.52M 0.29%
35,760
+5,280
80
$1.49M 0.29%
12,578
+3,586
81
$1.49M 0.29%
4,770
-125
82
$1.38M 0.27%
17,211
-542
83
$1.33M 0.26%
61,143
-7,802
84
$1.32M 0.25%
8,240
85
$1.28M 0.25%
21,365
-970
86
$1.27M 0.24%
22,100
87
$1.23M 0.24%
52,600
88
$1.21M 0.23%
8,796
+1
89
$1.12M 0.21%
25,195
-710
90
$1.08M 0.21%
7,988
-39,272
91
$1.04M 0.2%
15,006
-184
92
$1M 0.19%
25,400
-20
93
$961K 0.18%
11,723
-5,906
94
$939K 0.18%
10,124
-543
95
$934K 0.18%
19,768
+2,565
96
$893K 0.17%
17,200
97
$861K 0.17%
17,597
98
$843K 0.16%
45,000
99
$812K 0.16%
14,706
-1,297
100
$804K 0.15%
16,142
-1,302
2 3
4
5 6