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
$1.01B
AUM Growth
+$68.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$5.43M
2
+$4.98M
3
+$3.26M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$2.95M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$2.37M

Top Sells

1
+$2.55M
2
+$355K
3
+$222K
4
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$217K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$203K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$380K 0.04%
8,879
+170
52
$375K 0.04%
3,919
+794
53
$368K 0.04%
15,449
+1,234
54
$357K 0.04%
3,282
-473
55
$356K 0.04%
8,312
+2,523
56
$317K 0.03%
9,700
-1,397
57
$313K 0.03%
7,473
-1,096
58
$248K 0.02%
4,812
+278
59
$240K 0.02%
6,749
+1,035
60
$215K 0.02%
+3,751
1 2
3