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AIA

Ally Invest Advisors Portfolio holdings

AUM $1.49B
1-Year Est. Return 14.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.49B
AUM Growth
+$36.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$9.14M
3
+$6.89M
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$4.79M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$4.68M

Top Sells

1
+$3.13M
2
+$688K
3
+$407K
4
VUG icon
Vanguard Growth ETF
VUG
+$270K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$221K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BSV icon
26
Vanguard Short-Term Bond ETF
BSV
$45.2B
$2.85M 0.19%
36,360
+1,084
USXF icon
27
iShares ESG Advanced MSCI USA ETF
USXF
$1.45B
$2.85M 0.19%
51,564
+470
EMB icon
28
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.1B
$2.79M 0.19%
29,665
+796
SUB icon
29
iShares Short-Term National Muni Bond ETF
SUB
$11.3B
$2.61M 0.18%
24,466
+1,219
VTI icon
30
Vanguard Total Stock Market ETF
VTI
$658B
$2.56M 0.17%
7,978
+1,229
EAGG icon
31
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.86B
$2.11M 0.14%
44,457
+92
SPIB icon
32
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11B
$1.85M 0.12%
55,044
+1,300
VUG icon
33
Vanguard Growth ETF
VUG
$224B
$1.73M 0.12%
23,826
-3,474
SCHD icon
34
Schwab US Dividend Equity ETF
SCHD
$95.2B
$1.57M 0.11%
51,033
+1,757
XLV icon
35
State Street Health Care Select Sector SPDR ETF
XLV
$38.8B
$1.21M 0.08%
8,231
-35
VTV icon
36
Vanguard Value ETF
VTV
$185B
$1.16M 0.08%
5,899
-2,033
XLF icon
37
State Street Financial Select Sector SPDR ETF
XLF
$51.6B
$1.1M 0.07%
22,323
+53
IEFA icon
38
iShares Core MSCI EAFE ETF
IEFA
$187B
$959K 0.06%
10,598
-2,364
DMXF icon
39
iShares ESG Advanced MSCI EAFE ETF
DMXF
$1.21B
$944K 0.06%
12,510
+166
XT icon
40
iShares Future Exponential Technologies ETF
XT
$3.94B
$938K 0.06%
13,758
+204
XLY icon
41
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.6B
$923K 0.06%
8,469
-41
IXUS icon
42
iShares Core MSCI Total International Stock ETF
IXUS
$59B
$922K 0.06%
10,643
+2,160
SPLB icon
43
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$1.24B
$903K 0.06%
40,658
+1,036
CRBN icon
44
iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
$1.14B
$878K 0.06%
3,938
+222
XLC icon
45
State Street Communication Services Select Sector SPDR ETF
XLC
$23.5B
$859K 0.06%
7,752
-79
PZA icon
46
Invesco National AMT-Free Municipal Bond ETF
PZA
$4.2B
$851K 0.06%
37,013
+1,547
XLI icon
47
State Street Industrial Select Sector SPDR ETF
XLI
$31.9B
$786K 0.05%
4,858
-104
SKYY icon
48
First Trust Cloud Computing ETF
SKYY
$3.03B
$715K 0.05%
6,535
+1,219
SPYX icon
49
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
$2.75B
$694K 0.05%
13,083
+741
EUSB icon
50
iShares ESG Advanced Universal USD Bond ETF
EUSB
$722M
$680K 0.05%
15,629
+619
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