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
$214M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
13
New
Increased
Reduced
Closed

Top Buys

1
+$5.94M
2
+$5.41M
3
+$3.7M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.47M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.04M

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$49M 22.84%
164,007
+18,124
2
$43.7M 20.4%
1,064,650
+144,575
3
$24.5M 11.45%
635,235
+78,535
4
$24M 11.17%
407,186
+62,943
5
$22.5M 10.49%
199,928
+30,861
6
$14.1M 6.58%
264,725
+33,021
7
$13.8M 6.44%
238,280
+20,351
8
$10.4M 4.87%
259,193
+38,132
9
$7.82M 3.65%
100,409
+12,917
10
$3.47M 1.62%
30,450
+16,171
11
$498K 0.23%
+9,277
12
$330K 0.15%
+3,722
13
$235K 0.11%
+3,953