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
$847M
AUM Growth
+$49.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$1.24M
3
+$1.22M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.01M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$665K

Top Sells

1
+$2.03M
2
+$969K
3
+$461K
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$322K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$125K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$530K 0.06%
2,719
+764
27
$497K 0.06%
9,000
+4,278
28
$473K 0.06%
4,520
+1,932
29
$470K 0.06%
3,507
+1,071
30
$408K 0.05%
1,884
+533
31
$394K 0.05%
2,484
+701
32
$392K 0.05%
1,570
+302
33
$382K 0.05%
2,947
+831
34
$365K 0.04%
7,593
+1,678
35
$357K 0.04%
10,998
+4,125
36
$344K 0.04%
+3,652
37
$342K 0.04%
+9,613
38
$324K 0.04%
+8,546
39
$322K 0.04%
5,406
+848
40
$306K 0.04%
+10,717
41
$291K 0.03%
1,944
+377
42
$281K 0.03%
8,742
+1,662
43
$240K 0.03%
+2,372
44
$227K 0.03%
1,643
+74
45
$222K 0.03%
+4,218
46
$216K 0.03%
+3,727
47
$202K 0.02%
+3,019
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