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
$886M
AUM Growth
+$91.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
17
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$8.4M
3
+$7.8M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$6.43M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.96M

Top Sells

1
+$31.5K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$197M 22.18%
412,133
+16,352
2
$167M 18.89%
3,279,945
+323,424
3
$98.8M 11.14%
1,744,705
+105,305
4
$89.7M 10.12%
1,626,437
+152,264
5
$85.9M 9.69%
746,722
+55,881
6
$54.3M 6.12%
1,026,783
+74,528
7
$49.7M 5.6%
837,936
+67,851
8
$39.7M 4.48%
802,598
+92,706
9
$32.8M 3.7%
286,286
+17,464
10
$23.3M 2.63%
216,385
+13,194
11
$19.4M 2.19%
166,756
+16,325
12
$13.2M 1.49%
166,407
+18,425
13
$4.49M 0.51%
83,416
+4,197
14
$3.44M 0.39%
30,659
-281
15
$2.59M 0.29%
64,197
+6,081
16
$1.98M 0.22%
29,528
+692