AIA

Ally Invest Advisors Portfolio holdings

AUM $1.28B
This Quarter Return
+4.89%
1 Year Return
+10.36%
3 Year Return
+31.37%
5 Year Return
+39.41%
10 Year Return
–
AUM
$1.01B
AUM Growth
+$1.01B
Cap. Flow
+$111M
Cap. Flow %
10.99%
Top 10 Hldgs %
87.3%
Holding
61
New
2
Increased
47
Reduced
11
Closed
1

Top Buys

1
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
$86.6M
2
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
$5.43M
3
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
$4.98M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
$3.26M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
$2.95M

Top Sells

1
IVV icon
iShares Core S&P 500 ETF
IVV
$2.55M
2
VYM icon
Vanguard High Dividend Yield ETF
VYM
$355K
3
VTI icon
Vanguard Total Stock Market ETF
VTI
$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 Shares
Change % 		Capital Flow
SPYX icon
51
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
$2.31B
$380K 0.04%
8,879
+170
+2% +$7.28K
SKYY icon
52
First Trust Cloud Computing ETF
SKYY
$3.04B
$375K 0.04%
3,919
+794
+25% +$75.9K
PZA icon
53
Invesco National AMT-Free Municipal Bond ETF
PZA
$2.98B
$368K 0.04%
15,449
+1,234
+9% +$29.4K
ONEY icon
54
SPDR Russell 1000 Yield Focus ETF
ONEY
$907M
$357K 0.04%
3,282
-473
-13% -$51.4K
EUSB icon
55
iShares ESG Advanced Total USD Bond Market ETF
EUSB
$747M
$356K 0.04%
8,312
+2,523
+44% +$108K
DES icon
56
WisdomTree US SmallCap Dividend Fund
DES
$1.91B
$317K 0.03%
9,700
-1,397
-13% -$45.7K
DEM icon
57
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.11B
$313K 0.03%
7,473
-1,096
-13% -$45.9K
IEMG icon
58
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
$248K 0.02%
4,812
+278
+6% +$14.3K
EMXF icon
59
iShares ESG Advanced MSCI EM ETF
EMXF
$109M
$240K 0.02%
6,749
+1,035
+18% +$36.8K
LCTU icon
60
BlackRock US Carbon Transition Readiness ETF
LCTU
$1.34B
$215K 0.02%
+3,751
New +$215K
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3