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
$876M
AUM Growth
+$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$1.75M
2
+$1.6M
3
+$1.28M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.25M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$884K

Top Sells

1
+$4.97M
2
+$1.84M
3
+$272K
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$251K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$230K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$704K 0.08%
5,084
+1,577
27
$687K 0.08%
6,601
+2,081
28
$683K 0.08%
14,486
+6,893
29
$683K 0.08%
9,041
+1,787
30
$597K 0.07%
2,598
+714
31
$584K 0.07%
3,529
+1,045
32
$539K 0.06%
9,614
+614
33
$493K 0.06%
1,743
+173
34
$465K 0.05%
3,503
+556
35
$453K 0.05%
12,821
+3,208
36
$444K 0.05%
13,817
+2,819
37
$387K 0.04%
4,057
+405
38
$384K 0.04%
2,260
+316
39
$382K 0.04%
6,267
+861
40
$354K 0.04%
10,497
+1,755
41
$354K 0.04%
9,237
+691
42
$346K 0.04%
12,035
+1,318
43
$320K 0.04%
2,250
+607
44
$297K 0.03%
2,763
+391
45
$277K 0.03%
4,260
+533
46
$258K 0.03%
4,632
+414
47
$231K 0.03%
+9,923
48
$226K 0.03%
3,354
+335
49
$221K 0.03%
+9,365
50
$209K 0.02%
+7,284
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