AIA

Ally Invest Advisors Portfolio holdings

AUM $1.45B
1-Year Est. Return 14.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.28B
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$7.17M
2
+$4.18M
3
+$2.94M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$2.43M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.22M

Top Sells

1
+$509K
2
+$431K
3
+$202K
4
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$121K
5
CRBN icon
iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
+$112K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.78M 0.22%
34,726
-570
27
$2.37M 0.18%
30,061
+833
28
$2.32M 0.18%
25,095
+1,313
29
$2.03M 0.16%
19,123
+1,331
30
$1.91M 0.15%
4,357
+2,119
31
$1.85M 0.14%
38,978
-2,573
32
$1.56M 0.12%
46,344
+2,853
33
$1.43M 0.11%
4,695
-28
34
$1.26M 0.1%
7,122
+366
35
$1.17M 0.09%
22,372
+419
36
$1.14M 0.09%
13,648
+6,920
37
$993K 0.08%
7,370
+156
38
$947K 0.07%
35,752
-2,529
39
$936K 0.07%
8,614
+270
40
$925K 0.07%
12,428
+1,743
41
$873K 0.07%
8,047
+247
42
$857K 0.07%
13,135
+613
43
$756K 0.06%
33,496
+1,960
44
$740K 0.06%
5,015
+136
45
$724K 0.06%
3,419
-570
46
$684K 0.05%
15,702
+2,705
47
$647K 0.05%
28,883
+2,870
48
$629K 0.05%
5,174
+303
49
$624K 0.05%
19,102
+1,084
50
$580K 0.05%
11,397
-1,969
1
2
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