AIA
Ally Invest Advisors Portfolio holdings
AUM
$1.28B
This Quarter Return
+7.18%
1 Year Return
+10.36%
3 Year Return
+31.37%
5 Year Return
+39.41%
10 Year Return
–
AUM
$797M
AUM Growth
+$797M
(+8%)
Cap. Flow
+$7.85M
Cap. Flow
% of AUM
0.98%
Top 10 Holdings %
Top 10 Hldgs %
92.24%
Holding
40
New
14
Increased
18
Reduced
8
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$1.61M |
| 2 |
iShares ESG Aware MSCI USA ETF
ESGU
|
$1.31M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$1.18M |
| 4 |
Schwab US Large-Cap Value ETF
SCHV
|
$1.07M |
| 5 |
Schwab US Large-Cap Growth ETF
SCHG
|
$978K |
