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
$1.15B
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Sells

1 +$47.6K
2 +$22.6K
3 +$18.6K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$13.7K
5
DES icon
WisdomTree US SmallCap Dividend Fund
DES
+$12.6K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$489K 0.04%
11,520
+1,195
52
$488K 0.04%
6,204
+667
53
$460K 0.04%
6,544
+124
54
$420K 0.04%
6,561
+1,713
55
$375K 0.03%
6,371
-137
56
$328K 0.03%
3,828
+523
57
$312K 0.03%
8,383
+360
58
$301K 0.03%
1,812
+161
59
$293K 0.03%
4,620
+439
60
$284K 0.02%
5,446
+55
61
$284K 0.02%
2,606
-105
62
$265K 0.02%
7,723
-368
63
$247K 0.02%
6,095
-84
64
$245K 0.02%
6,014
+549
65
$240K 0.02%
2,854
+300
66
$240K 0.02%
3,167
+259
67
$200K 0.02%
1,515
+76