AIA

Ally Invest Advisors Portfolio holdings

AUM $1.28B
1-Year Est. Return 10.36%
This Quarter Est. Return
1 Year Est. Return
+10.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$797M
AUM Growth
+$59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$1.31M
3
+$1.18M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$1.07M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$978K

Top Sells

1
+$1.79M
2
+$938K
3
+$561K
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$463K
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$453K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$335K 0.04%
3,959
+1,371
27
$330K 0.04%
+2,436
28
$288K 0.04%
+2,116
29
$283K 0.04%
+1,783
30
$276K 0.03%
+5,915
31
$271K 0.03%
+1,351
32
$270K 0.03%
+1,268
33
$270K 0.03%
+2,588
34
$247K 0.03%
+4,558
35
$244K 0.03%
+4,722
36
$242K 0.03%
+7,080
37
$220K 0.03%
+1,569
38
$219K 0.03%
+6,873
39
$202K 0.03%
+1,567
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