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
$124M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$28.1M 22.78%
+111,863
2
$25.8M 20.87%
+694,896
3
$14.1M 11.44%
+425,755
4
$13.4M 10.83%
+246,660
5
$12.9M 10.43%
+123,658
6
$9.12M 7.38%
+177,068
7
$8.98M 7.27%
+171,411
8
$6.6M 5.34%
+173,223
9
$4.52M 3.66%
+65,229