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
$1.13B
AUM Growth
+$87.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$36.7M
2
+$7.8M
3
+$3.84M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$2.77M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$2.63M

Top Sells

1
+$37.5M
2
+$2.06M
3
+$469K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$222K
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$200K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.99M 0.18%
40,600
+3,373
27
$1.88M 0.17%
23,901
+1,736
28
$1.78M 0.16%
19,007
+997
29
$1.78M 0.16%
36,592
+1,575
30
$1.37M 0.12%
12,929
+720
31
$1.22M 0.11%
36,076
+2,421
32
$1.18M 0.1%
41,784
-7,875
33
$1.12M 0.1%
3,963
-478
34
$1.04M 0.09%
6,764
-1,269
35
$917K 0.08%
20,227
-3,112
36
$792K 0.07%
3,952
-591
37
$786K 0.07%
4,501
-457
38
$743K 0.07%
8,214
+320
39
$676K 0.06%
1,761
-201
40
$643K 0.06%
10,558
+1,086
41
$634K 0.06%
8,807
+1,552
42
$632K 0.06%
3,223
+602
43
$621K 0.06%
25,685
+1,372
44
$598K 0.05%
4,414
-1,480
45
$595K 0.05%
7,919
+1,080
46
$515K 0.05%
10,898
+1,890
47
$503K 0.04%
4,917
+367
48
$501K 0.04%
6,420
+99
49
$493K 0.04%
15,328
+1,262
50
$471K 0.04%
18,733
+1,498
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