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
76
– –
-4,267
1 2 3
4