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
$1.45B
AUM Growth
+$55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$7.56M
2 +$5.06M
3 +$2.82M
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$2.52M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.48M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VGT icon
76
Vanguard Information Technology ETF
VGT
$109B
$205K 0.01%
272
-14
ICLN icon
77
iShares Global Clean Energy ETF
ICLN
$2.17B
-10,183