AIA
Ally Invest Advisors Portfolio holdings
AUM
$1.28B
This Quarter Return
+3.54%
1 Year Return
+10.36%
3 Year Return
+31.37%
5 Year Return
+39.41%
10 Year Return
–
AUM
$601M
AUM Growth
+$601M
(+24%)
Cap. Flow
+$100M
Cap. Flow
% of AUM
16.72%
Top 10 Holdings %
Top 10 Hldgs %
95.03%
Holding
17
New
–
Increased
17
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$18.8M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$15.8M |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$14.1M |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
$13.9M |
| 5 |
Vanguard Mortgage-Backed Securities ETF
VMBS
|
$8.4M |
Top Sells
No sells this quarter
