AIA
Ally Invest Advisors Portfolio holdings
AUM
$1.28B
This Quarter Return
+0.29%
1 Year Return
+10.36%
3 Year Return
+31.37%
5 Year Return
+39.41%
10 Year Return
–
AUM
$1.04B
AUM Growth
+$1.04B
(+3.3%)
Cap. Flow
+$30.5M
Cap. Flow
% of AUM
2.94%
Top 10 Holdings %
Top 10 Hldgs %
86.61%
Holding
66
New
6
Increased
47
Reduced
13
Closed
–
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$6.86M |
| 2 |
Vanguard Total International Bond ETF
BNDX
|
$3.12M |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$2.13M |
| 4 |
Schwab US Large-Cap Value ETF
SCHV
|
$2.05M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$2.02M |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$1.22M |
| 2 |
Vanguard High Dividend Yield ETF
VYM
|
$71.9K |
| 3 |
iShares ESG Advanced MSCI USA ETF
USXF
|
$54.2K |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$53.2K |
| 5 |
Vanguard International High Dividend Yield ETF
VYMI
|
$38.2K |
