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
$795M
AUM Growth
+$71.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
17
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$12.1M
3
+$9.36M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$8.74M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$7.73M

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$171M 21.45%
395,781
+28,109
2
$149M 18.78%
2,956,521
+297,102
3
$86.3M 10.85%
1,639,400
+146,825
4
$84M 10.56%
1,474,173
+164,359
5
$79.6M 10.01%
690,841
+75,881
6
$50.7M 6.38%
952,255
+110,292
7
$46.3M 5.82%
770,085
+82,746
8
$35.5M 4.47%
709,892
+94,256
9
$29.4M 3.69%
268,822
+25,624
10
$20M 2.52%
203,191
+29,242
11
$17.5M 2.2%
150,431
+19,643
12
$11.6M 1.46%
147,982
+25,304
13
$4.33M 0.54%
79,219
+12,092
14
$3.2M 0.4%
30,940
+3,945
15
$2.27M 0.29%
58,116
+9,952
16
$1.91M 0.24%
28,836
+4,103