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
$1.04B
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$6.86M
2
+$3.12M
3
+$2.13M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$2.05M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.02M

Top Sells

1
+$1.22M
2
+$71.9K
3
+$54.2K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$53.2K
5
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$38.2K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.63M 0.16%
35,017
+3,628
27
$1.61M 0.16%
6,452
+769
28
$1.6M 0.15%
8,772
+1,033
29
$1.59M 0.15%
18,010
+2,191
30
$1.29M 0.12%
49,659
-219
31
$1.28M 0.12%
12,209
+1,469
32
$1.19M 0.11%
4,441
-199
33
$1.17M 0.11%
8,033
+1,021
34
$1.1M 0.11%
33,655
+5,193
35
$959K 0.09%
23,339
+2,640
36
$829K 0.08%
4,543
+547
37
$795K 0.08%
4,958
+77
38
$734K 0.07%
1,962
-10
39
$718K 0.07%
5,894
+658
40
$676K 0.07%
7,894
+795
41
$557K 0.05%
9,472
+1,422
42
$548K 0.05%
24,313
+3,672
43
$493K 0.05%
6,839
+524
44
$489K 0.05%
7,255
-104
45
$480K 0.05%
2,621
+38
46
$468K 0.05%
7,757
-101
47
$459K 0.04%
6,321
+114
48
$457K 0.04%
5,964
+798
49
$435K 0.04%
4,550
+631
50
$434K 0.04%
14,066
+1,671
1
2
3