AIA
Ally Invest Advisors Portfolio holdings
AUM
$1.28B
This Quarter Return
+8.8%
1 Year Return
+10.36%
3 Year Return
+31.37%
5 Year Return
+39.41%
10 Year Return
–
AUM
$939M
AUM Growth
+$939M
(+9.8%)
Cap. Flow
+$9.06M
Cap. Flow
% of AUM
0.97%
Top 10 Holdings %
Top 10 Hldgs %
88.03%
Holding
59
New
4
Increased
40
Reduced
15
Closed
–
Top Buys
| 1 |
Schwab US Large-Cap Value ETF
SCHV
|
$2.35M |
| 2 |
Schwab US Large-Cap Growth ETF
SCHG
|
$2.19M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$2.13M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.84M |
| 5 |
iShares ESG Aware MSCI USA ETF
ESGU
|
$1.08M |
Top Sells
Sector Composition
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
$2.31B
| $338K | 0.04% |
8,709
+844
| +11% | +$32.8K |
|
52
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.02B
| $325K | 0.03% |
13,287
+1,309
| +11% | +$32K |
|
53
Consumers Staples Select Sector SPDR Fund
XLP
$15.8B
| $278K | 0.03% |
3,854
+524
| +16% | +$37.7K |
|
54
First Trust Cloud Computing ETF
SKYY
$3.04B
| $274K | 0.03% |
3,125
+80
| +3% | +$7.01K |
|
55
Global X Robotics & Artificial Intelligence ETF
BOTZ
$2.84B
| $264K | 0.03% |
9,251
+572
| +7% | +$16.3K |
|
56
iShares ESG Advanced Total USD Bond Market ETF
EUSB
$747M
| $250K | 0.03% |
+5,789
| New | +$250K |
|
57
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
| $229K | 0.02% |
+4,534
| New | +$229K |
|
58
iShares ESG Advanced MSCI EM ETF
EMXF
$109M
| $203K | 0.02% |
+5,714
| New | +$203K |
|