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
$876M
AUM Growth
+$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Sells

1 +$4.97M
2 +$1.84M
3 +$272K
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$251K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$230K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$207K 0.02%
+2,728