AIA

Ally Invest Advisors Portfolio holdings

AUM $1.39B
1-Year Est. Return 9.68%
This Quarter Est. Return
1 Year Est. Return
+9.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.17B
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$3.23M
2
+$1.83M
3
+$1.76M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.66M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.3M

Top Sells

1
+$740K
2
+$485K
3
+$269K
4
BND icon
Vanguard Total Bond Market
BND
+$134K
5
LCTU icon
iShares U.S. Carbon Transition Readiness Aware Active ETF
LCTU
+$98.7K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.29M 0.2%
29,228
+2,098
27
$2.16M 0.19%
46,354
+4,884
28
$2.15M 0.18%
23,782
+1,114
29
$1.97M 0.17%
41,551
-1,430
30
$1.88M 0.16%
17,792
+776
31
$1.45M 0.12%
43,491
+2,879
32
$1.3M 0.11%
4,723
+572
33
$1.17M 0.1%
6,756
+130
34
$1.09M 0.09%
21,953
-365
35
$1.07M 0.09%
38,281
-1,760
36
$1.05M 0.09%
7,214
-419
37
$830K 0.07%
2,238
+532
38
$824K 0.07%
4,172
-87
39
$763K 0.07%
3,989
+755
40
$752K 0.06%
7,800
-222
41
$721K 0.06%
12,522
-192
42
$720K 0.06%
10,685
+1,268
43
$712K 0.06%
31,536
+2,332
44
$639K 0.05%
4,879
-67
45
$611K 0.05%
13,366
+2,476
46
$599K 0.05%
26,013
+1,452
47
$563K 0.05%
12,997
+1,477
48
$533K 0.05%
21,348
-250
49
$513K 0.04%
18,018
-246
50
$509K 0.04%
6,728
+184
1
2
3