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
$154M
AUM Growth
+$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1 +$4.87M
2 +$3.86M
3 +$2.41M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.17M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.12M

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$36.7M 23.77%
128,985
+17,122
2
$32.3M 20.89%
789,413
+94,517
3
$18.3M 11.85%
483,115
+57,360
4
$16.2M 10.47%
289,828
+43,168
5
$15.3M 9.92%
143,572
+19,914
6
$10.8M 7.02%
196,673
+25,262
7
$10.7M 6.92%
204,241
+27,173
8
$8.2M 5.31%
192,815
+19,592
9
$5.74M 3.72%
74,427
+9,198
10
$219K 0.14%
+1,973