AIA
Ally Invest Advisors Portfolio holdings
AUM
$1.28B
This Quarter Return
+3%
1 Year Return
+10.36%
3 Year Return
+31.37%
5 Year Return
+39.41%
10 Year Return
–
AUM
$876M
AUM Growth
+$876M
(+3.4%)
Cap. Flow
+$4.71M
Cap. Flow
% of AUM
0.54%
Top 10 Holdings %
Top 10 Hldgs %
90.29%
Holding
52
New
4
Increased
41
Reduced
7
Closed
–
Top Buys
| 1 |
Schwab US Large-Cap Value ETF
SCHV
|
$1.75M |
| 2 |
Schwab US Large-Cap Growth ETF
SCHG
|
$1.6M |
| 3 |
iShares ESG Aware MSCI USA ETF
ESGU
|
$1.28M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.25M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$884K |
Top Sells
Sector Composition
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
First Trust Cloud Computing ETF
SKYY
$3.04B
| $207K | 0.02% |
+2,728
| New | +$207K |
|