AIA

Ally Invest Advisors Portfolio holdings

AUM $1.39B
1-Year Est. Return 9.68%
This Quarter Est. Return
1 Year Est. Return
+9.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.17B
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$3.23M
2
+$1.83M
3
+$1.76M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.66M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.3M

Top Sells

1
+$740K
2
+$485K
3
+$269K
4
BND icon
Vanguard Total Bond Market
BND
+$134K
5
LCTU icon
iShares U.S. Carbon Transition Readiness Aware Active ETF
LCTU
+$98.7K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$498K 0.04%
4,871
-122
52
$497K 0.04%
6,090
-114
53
$474K 0.04%
6,452
-1,820
54
$435K 0.04%
8,068
+2,622
55
$376K 0.03%
6,052
-319
56
$368K 0.03%
9,629
+1,246
57
$351K 0.03%
3,755
-73
58
$299K 0.03%
4,932
-1,629
59
$285K 0.02%
+4,086
60
$282K 0.02%
1,753
-59
61
$278K 0.02%
4,417
-203
62
$273K 0.02%
2,496
-110
63
$249K 0.02%
5,949
-65
64
$247K 0.02%
3,126
-41
65
$245K 0.02%
5,828
-267
66
$242K 0.02%
2,812
-42
67
$241K 0.02%
+4,841
68
$239K 0.02%
7,484
-239
69
$238K 0.02%
+2,430
70
$205K 0.02%
1,600
+85
71
$202K 0.02%
+4,267
72
$125K 0.01%
+10,927
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