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
$184M
AUM Growth
+$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1 +$5.45M
2 +$4.98M
3 +$3.12M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.86M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.8M

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$43M 23.39%
145,883
+16,898
2
$38.4M 20.87%
920,075
+130,662
3
$21.6M 11.76%
556,700
+73,585
4
$19.7M 10.73%
344,243
+54,415
5
$18.6M 10.12%
169,067
+25,495
6
$12.4M 6.75%
217,929
+21,256
7
$12.2M 6.66%
231,704
+27,463
8
$9.4M 5.11%
221,061
+28,246
9
$6.85M 3.73%
87,492
+13,065
10
$1.61M 0.88%
14,279
+12,306