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
$1.01B
AUM Growth
+$68.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$5.43M
2
+$4.98M
3
+$3.26M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$2.95M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$2.37M

Top Sells

1
+$2.55M
2
+$355K
3
+$222K
4
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$217K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$203K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.48M 0.15%
5,683
+882
27
$1.48M 0.15%
31,389
+3,867
28
$1.44M 0.14%
18,781
+3,597
29
$1.42M 0.14%
15,819
+2,215
30
$1.34M 0.13%
49,878
-7,560
31
$1.21M 0.12%
4,640
-854
32
$1.12M 0.11%
10,740
+893
33
$1.04M 0.1%
7,012
+1,451
34
$930K 0.09%
28,462
+5,604
35
$872K 0.09%
20,699
+4,645
36
$795K 0.08%
4,881
+437
37
$735K 0.07%
3,996
+868
38
$679K 0.07%
1,972
+8
39
$660K 0.07%
5,236
+1,175
40
$580K 0.06%
7,099
+1,326
41
$501K 0.05%
7,359
+435
42
$480K 0.05%
8,050
+2,287
43
$480K 0.05%
20,641
+3,837
44
$474K 0.05%
7,858
-1,146
45
$464K 0.05%
2,583
+67
46
$461K 0.05%
6,207
+1,154
47
$459K 0.05%
6,315
+576
48
$394K 0.04%
5,166
+1,312
49
$394K 0.04%
12,395
+3,144
50
$385K 0.04%
15,744
+2,457
1
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