AIA

Ally Invest Advisors Portfolio holdings

AUM $1.45B
1-Year Est. Return 14.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.28B
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$7.17M
2
+$4.18M
3
+$2.94M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$2.43M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.22M

Top Sells

1
+$509K
2
+$431K
3
+$202K
4
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$121K
5
CRBN icon
iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
+$112K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$560K 0.04%
9,332
+1,264
52
$535K 0.04%
21,265
-83
53
$505K 0.04%
6,235
+145
54
$493K 0.04%
6,695
+243
55
$479K 0.04%
11,175
+1,546
56
$473K 0.04%
+3,830
57
$451K 0.04%
4,114
+1,684
58
$379K 0.03%
5,492
-560
59
$356K 0.03%
4,605
+519
60
$348K 0.03%
4,599
+182
61
$342K 0.03%
1,622
-131
62
$335K 0.03%
7,902
+392
63
$324K 0.03%
+3,561
64
$321K 0.03%
+1,146
65
$311K 0.02%
4,629
-303
66
$262K 0.02%
6,426
+174
67
$257K 0.02%
5,844
+220
68
$255K 0.02%
6,157
+208
69
$254K 0.02%
5,140
+299
70
$250K 0.02%
2,313
-183
71
$245K 0.02%
1,938
+338
72
$241K 0.02%
5,319
-509
73
$226K 0.02%
7,106
-378
74
$200K 0.02%
+6,665
75
$136K 0.01%
10,338
-589
1 2
3
4