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
$1.04B
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$6.86M
2
+$3.12M
3
+$2.13M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$2.05M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.02M

Top Sells

1
+$1.22M
2
+$71.9K
3
+$54.2K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$53.2K
5
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$38.2K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$422K 0.04%
17,235
+1,491
52
$411K 0.04%
17,365
+1,916
53
$402K 0.04%
9,008
+129
54
$361K 0.03%
8,474
+162
55
$335K 0.03%
3,231
-51
56
$318K 0.03%
7,342
-131
57
$300K 0.03%
9,636
-64
58
$286K 0.03%
4,815
+1,064
59
$284K 0.03%
5,302
+490
60
$244K 0.02%
6,662
-87
61
$218K 0.02%
+3,201
62
$212K 0.02%
+2,323
63
$208K 0.02%
+2,355
64
$206K 0.02%
+5,372
65
$202K 0.02%
+3,586
66
$200K 0.02%
+1,430
1 2
3