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
$1.15B
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$5.08M
3
+$4.77M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$4.57M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.03M

Top Sells

1
+$47.6K
2
+$22.6K
3
+$18.6K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$13.7K
5
DES icon
WisdomTree US SmallCap Dividend Fund
DES
+$12.6K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.1M 0.18%
27,130
+3,229
27
$2.06M 0.18%
41,470
+870
28
$2.02M 0.17%
22,668
+3,661
29
$2M 0.17%
42,981
+6,389
30
$1.79M 0.16%
17,016
+4,087
31
$1.33M 0.12%
40,612
+4,536
32
$1.2M 0.1%
4,151
+188
33
$1.12M 0.1%
6,626
+2,125
34
$1.09M 0.09%
40,041
-1,743
35
$1.08M 0.09%
22,318
+2,091
36
$1.05M 0.09%
7,633
+869
37
$956K 0.08%
4,259
+307
38
$777K 0.07%
8,022
-192
39
$759K 0.07%
12,714
+2,156
40
$700K 0.06%
1,706
-55
41
$652K 0.06%
4,946
+532
42
$649K 0.06%
29,204
+3,519
43
$626K 0.05%
3,234
+11
44
$609K 0.05%
9,417
+610
45
$595K 0.05%
8,272
+353
46
$595K 0.05%
4,993
+76
47
$584K 0.05%
18,264
+2,936
48
$580K 0.05%
24,561
+5,868
49
$533K 0.05%
21,598
+2,865
50
$524K 0.05%
10,890
-8
1
2
3