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
$939M
AUM Growth
+$83.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$2.19M
3
+$2.13M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.84M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.08M

Top Sells

1
+$4.38M
2
+$898K
3
+$783K
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$292K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$272K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.3M 0.14%
5,494
-335
27
$1.21M 0.13%
13,604
+1,980
28
$1.17M 0.12%
6,516
+1,358
29
$1.17M 0.12%
15,184
+2,527
30
$1.16M 0.12%
4,801
+998
31
$1.04M 0.11%
9,847
+1,375
32
$758K 0.08%
5,561
+677
33
$750K 0.08%
22,858
+3,585
34
$664K 0.07%
4,444
+2,180
35
$610K 0.07%
1,964
+172
36
$604K 0.06%
16,054
+1,800
37
$559K 0.06%
3,128
+262
38
$522K 0.06%
9,004
-412
39
$463K 0.05%
4,061
+382
40
$442K 0.05%
6,924
+504
41
$422K 0.05%
+5,739
42
$419K 0.04%
5,773
+349
43
$416K 0.04%
2,516
+264
44
$400K 0.04%
16,804
+2,896
45
$378K 0.04%
3,755
-193
46
$357K 0.04%
11,097
-605
47
$355K 0.04%
5,053
+1,442
48
$349K 0.04%
8,569
-431
49
$345K 0.04%
5,763
+295
50
$344K 0.04%
14,215
+2,066
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