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
$686M
AUM Growth
+$54.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1
+$7.23M
2
+$6.52M
3
+$3.22M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$2.4M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$2.09M

Top Sells

1
+$5.16M
2
+$3.85M
3
+$3.54M
4
AAPL icon
Apple
AAPL
+$2.51M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$1.54M

Sector Composition

1 Technology 11.37%
2 Healthcare 10.22%
3 Communication Services 4.94%
4 Consumer Staples 4.37%
5 Financials 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$721K 0.11%
53,280
-1,760
102
$697K 0.1%
3,000
103
$692K 0.1%
5,137
+2
104
$680K 0.1%
2,211
+940
105
$642K 0.09%
11,931
-1,687
106
$635K 0.09%
6,548
+200
107
$634K 0.09%
5,384
108
$586K 0.09%
14,727
109
$585K 0.09%
6,601
+457
110
$582K 0.08%
5,001
+2,129
111
$572K 0.08%
10,829
-117
112
$566K 0.08%
3,831
-685
113
$557K 0.08%
3,369
-349
114
$553K 0.08%
10,706
115
$530K 0.08%
4,592
+739
116
$530K 0.08%
17,855
-15,145
117
$524K 0.08%
3,000
118
$518K 0.08%
16,541
-2,164
119
$515K 0.08%
15,000
120
$514K 0.08%
6,392
121
$510K 0.07%
2,382
-86
122
$493K 0.07%
19,030
-500
123
$479K 0.07%
7,305
-215
124
$478K 0.07%
2,388
+50
125
$470K 0.07%
6,223
-91
3 4
5
6 7