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
$710M
AUM Growth
-$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
510
New
Increased
Reduced
Closed

Top Buys

1
+$8.38M
2
+$7.57M
3
+$6.65M
4
KEY icon
KeyCorp
KEY
+$5.81M
5
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$3.22M

Top Sells

1
+$16M
2
+$6.65M
3
+$6.49M
4
MDT icon
Medtronic
MDT
+$6.06M
5
FEMB icon
First Trust Emerging Markets Local Currency Bond ETF
FEMB
+$5.63M

Sector Composition

1 Technology 11.9%
2 Healthcare 10.78%
3 Financials 6.06%
4 Consumer Staples 3.74%
5 Communication Services 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$163K 0.02%
3,202
-4,726
202
$162K 0.02%
4,093
203
$162K 0.02%
1,417
-290
204
$157K 0.02%
+15,284
205
$148K 0.02%
601
+186
206
$137K 0.02%
2,735
-400
207
$134K 0.02%
1,462
208
$132K 0.02%
1,700
-475
209
$132K 0.02%
754
+700
210
$131K 0.02%
3,355
-234
211
$130K 0.02%
5,271
-500
212
$127K 0.02%
1,580
213
$123K 0.02%
2,600
214
$118K 0.02%
+2,575
215
$115K 0.02%
1,235
216
$114K 0.02%
238
-650
217
$113K 0.02%
1,274
218
$105K 0.01%
+3,200
219
$101K 0.01%
+2,240
220
$101K 0.01%
2,202
-133
221
$100K 0.01%
1,265
+362
222
$100K 0.01%
1,491
223
$95K 0.01%
2,417
224
$94K 0.01%
3,000
225
$93K 0.01%
10,242
7 8
9
10 11