AIA
Ally Invest Advisors Portfolio holdings
AUM
$1.28B
This Quarter Return
-4.19%
1 Year Return
+10.36%
3 Year Return
+31.37%
5 Year Return
+39.41%
10 Year Return
–
AUM
$855M
AUM Growth
+$855M
(-2.3%)
Cap. Flow
+$16.4M
Cap. Flow
% of AUM
1.92%
Top 10 Holdings %
Top 10 Hldgs %
88.99%
Holding
56
New
4
Increased
39
Reduced
12
Closed
1
Top Buys
| 1 |
Schwab US Large-Cap Value ETF
SCHV
|
$2.77M |
| 2 |
Schwab US Large-Cap Growth ETF
SCHG
|
$2.5M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$2.41M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$2.23M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$1.81M |
Top Sells
Sector Composition
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares Core MSCI EAFE ETF
IEFA
$150B
| $232K | 0.03% |
3,611
+257
| +8% | +$16.5K |
|
52
First Trust Cloud Computing ETF
SKYY
$3.04B
| $231K | 0.03% |
3,045
+317
| +12% | +$24.1K |
|
53
Consumers Staples Select Sector SPDR Fund
XLP
$15.8B
| $229K | 0.03% |
+3,330
| New | +$229K |
|
54
Global X Robotics & Artificial Intelligence ETF
BOTZ
$2.84B
| $215K | 0.03% |
8,679
+1,395
| +19% | +$34.5K |
|
55
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.3B
| – | – |
-12,821
| Closed | -$453K |
|