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
$266M
AUM Growth
+$1.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
16
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$8.77M
3
+$7.92M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.6M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.31M

Top Sells

1
+$234K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$57.8M 21.72%
223,697
+33,956
2
$53.5M 20.1%
1,604,995
+366,060
3
$29.7M 11.15%
527,428
+26,191
4
$29.3M 11.02%
1,019,720
+275,230
5
$28.7M 10.77%
236,009
-1,923
6
$18.1M 6.79%
331,645
+20,527
7
$16.5M 6.19%
299,858
+24,463
8
$12.4M 4.66%
369,705
+68,938
9
$9.24M 3.47%
164,603
+46,344
10
$5.66M 2.13%
50,054
+8,831
11
$1.77M 0.67%
30,850
+21,792
12
$1.09M 0.41%
20,811
+7,271
13
$1.06M 0.4%
20,009
+14,567
14
$721K 0.27%
10,187
+4,715
15
$459K 0.17%
10,130
+4,640