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
76
$1.34M 0.21%
21,946
-3,355
77
$1.2M 0.19%
13,073
+299
78
$1.19M 0.19%
21,059
+7,875
79
$1.11M 0.18%
7,743
-247
80
$1.08M 0.17%
8,282
81
$1.05M 0.17%
1,935
+1,387
82
$1.05M 0.17%
6,722
-20
83
$1.04M 0.17%
1,176
84
$1.03M 0.16%
4,263
-150
85
$1.02M 0.16%
11,127
+100
86
$969K 0.15%
24,238
-56,055
87
$950K 0.15%
13,916
+832
88
$945K 0.15%
5,759
+29
89
$936K 0.15%
11,915
+1,555
90
$888K 0.14%
20,431
+1,303
91
$887K 0.14%
6,136
-171
92
$877K 0.14%
33,000
+5,805
93
$860K 0.14%
16,953
-3,112
94
$833K 0.13%
6,950
+115
95
$802K 0.13%
15,904
+3,850
96
$763K 0.12%
13,950
-800
97
$754K 0.12%
14,746
98
$733K 0.12%
13,618
-315
99
$713K 0.11%
5,279
-48,060
100
$691K 0.11%
5,135
-19,697
2 3
4
5 6