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
$264M
AUM Growth
+$49.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
15
New
Increased
Reduced
Closed

Top Buys

1
+$8.32M
2
+$7.68M
3
+$5.32M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.5M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$4.19M

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$61.3M 23.21%
189,741
+25,734
2
$54.6M 20.66%
1,238,935
+174,285
3
$30.6M 11.6%
744,490
+109,255
4
$28.4M 10.73%
501,237
+94,051
5
$26.2M 9.92%
237,932
+38,004
6
$16.5M 6.26%
311,118
+46,393
7
$16M 6.04%
275,395
+37,115
8
$13.4M 5.06%
300,767
+41,574
9
$9.92M 3.75%
118,259
+17,850
10
$4.7M 1.78%
41,223
+10,773
11
$726K 0.27%
13,540
+4,263
12
$646K 0.24%
+9,058
13
$513K 0.19%
5,472
+1,750
14
$374K 0.14%
+5,442
15
$351K 0.13%
5,490
+1,537