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
101
$1.6M 0.19%
+1,948
102
$1.56M 0.19%
+2,712
103
$1.54M 0.18%
32,323
+20,917
104
$1.54M 0.18%
9,276
+2,268
105
$1.49M 0.18%
8,197
106
$1.49M 0.18%
70,734
-181,497
107
$1.42M 0.17%
5,954
+2,396
108
$1.34M 0.16%
+2,695
109
$1.31M 0.16%
+5,142
110
$1.25M 0.15%
+49,120
111
$1.25M 0.15%
4,338
+489
112
$1.24M 0.15%
+9,235
113
$1.22M 0.15%
14,720
-39,803
114
$1.19M 0.14%
+31,459
115
$1.17M 0.14%
21,652
116
$1.12M 0.13%
16,521
-1,368
117
$1.09M 0.13%
5,685
-168
118
$1.08M 0.13%
3,288
+102
119
$1.05M 0.13%
11,241
120
$1.04M 0.12%
13,500
-52
121
$1.04M 0.12%
12,273
+6,775
122
$1.02M 0.12%
7,360
+5,552
123
$1.02M 0.12%
14,621
124
$997K 0.12%
+2,587
125
$961K 0.12%
17,307
+5,585
3 4
5
6 7