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
$939M
AUM Growth
+$83.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$2.19M
3
+$2.13M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.84M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.08M

Top Sells

1
+$4.38M
2
+$898K
3
+$783K
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$292K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$272K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$338K 0.04%
8,709
+844
52
$325K 0.03%
13,287
+1,309
53
$278K 0.03%
3,854
+524
54
$274K 0.03%
3,125
+80
55
$264K 0.03%
9,251
+572
56
$250K 0.03%
+5,789
57
$229K 0.02%
+4,534
58
$203K 0.02%
+5,714
1 2
3