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
$855M
AUM Growth
-$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$2.5M
3
+$2.41M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.23M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.81M

Top Sells

1
+$3.68M
2
+$453K
3
+$424K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$231K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$202K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$997K 0.12%
7,615
+2,531
27
$959K 0.11%
11,624
+3,012
28
$951K 0.11%
12,657
+3,616
29
$871K 0.1%
8,472
+1,871
30
$823K 0.1%
5,158
+1,629
31
$814K 0.1%
3,803
+1,205
32
$629K 0.07%
4,884
+1,381
33
$606K 0.07%
19,273
+5,456
34
$504K 0.06%
9,416
-198
35
$488K 0.06%
1,792
+49
36
$473K 0.06%
14,254
+3,757
37
$461K 0.05%
2,866
+606
38
$373K 0.04%
3,679
+916
39
$367K 0.04%
6,420
+153
40
$361K 0.04%
3,948
-109
41
$356K 0.04%
5,424
+1,164
42
$338K 0.04%
+2,252
43
$337K 0.04%
9,000
-237
44
$330K 0.04%
11,702
-333
45
$312K 0.04%
2,264
+14
46
$295K 0.03%
13,908
+3,985
47
$286K 0.03%
5,468
+836
48
$285K 0.03%
+11,978
49
$273K 0.03%
+7,865
50
$269K 0.03%
12,149
+2,784
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