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

Top Buys

1
+$1.71M
2
+$1.47M
3
+$1.26M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.21M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$876K

Top Sells

1
+$4.7M
2
+$1.83M
3
+$273K
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$256K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$219K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$207K 0.02%
+2,728
1 2
3