We are live on ! Find out more
1IA

1834 Investment Advisors Portfolio holdings

AUM $801M
1-Year Est. Return 18.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$815M
AUM Growth
+$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$2.97M
2
+$2.21M
3
+$1.72M
4
ES icon
Eversource Energy
ES
+$1.35M
5
O icon
Realty Income
O
+$1.24M

Top Sells

1
+$5.43M
2
+$3.25M
3
+$3.21M
4
CSCO icon
Cisco
CSCO
+$3.14M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$3.02M

Sector Composition

1 Technology 11.75%
2 Financials 8.13%
3 Consumer Staples 6.4%
4 Healthcare 6.32%
5 Communication Services 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.44M 0.3%
60,125
-9,919
77
$2.38M 0.29%
21,092
-187
78
$2.35M 0.29%
31,062
+205
79
$2.33M 0.29%
5,742
-113
80
$2.13M 0.26%
9,012
-118
81
$2.1M 0.26%
3,531
-10
82
$2.07M 0.25%
17,716
-356
83
$2.02M 0.25%
8,328
-6
84
$1.97M 0.24%
1,176
85
$1.85M 0.23%
6,590
-300
86
$1.82M 0.22%
79,445
-3,238
87
$1.81M 0.22%
27,727
-11,162
88
$1.81M 0.22%
5,293
-187
89
$1.66M 0.2%
1,536
+9
90
$1.53M 0.19%
16,723
91
$1.52M 0.19%
18,162
+136
92
$1.43M 0.18%
7,309
-685
93
$1.38M 0.17%
7,910
-44
94
$1.38M 0.17%
16,450
95
$1.37M 0.17%
6,565
-473
96
$1.34M 0.16%
4,574
+144
97
$1.34M 0.16%
4,028
+1,417
98
$1.29M 0.16%
+21,279
99
$1.29M 0.16%
11,844
100
$1.27M 0.16%
1,370
+5
2 3
4
5 6