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
$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
151
$280K 0.04%
1,921
+345
152
$277K 0.04%
1,261
-75
153
$269K 0.04%
17,713
-917
154
$267K 0.04%
1
155
$261K 0.04%
2,665
+145
156
$258K 0.04%
4,300
157
$257K 0.04%
14,150
+1,600
158
$256K 0.04%
5,938
+100
159
$244K 0.04%
5,329
-12
160
$244K 0.04%
9,530
-8,880
161
$243K 0.04%
2,489
-75
162
$239K 0.04%
2,250
163
$239K 0.04%
9,045
+830
164
$235K 0.04%
1,164
-60
165
$230K 0.04%
6,761
166
$229K 0.04%
3,690
167
$228K 0.04%
2,585
168
$216K 0.03%
2,220
-165
169
$214K 0.03%
3,614
170
$213K 0.03%
12,500
171
$212K 0.03%
14,163
-16,990
172
$209K 0.03%
4,746
173
$209K 0.03%
5,735
-553
174
$208K 0.03%
18,930
-1,535
175
$206K 0.03%
+3,500
5 6
7
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