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
$1.04B
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$6.86M
2
+$3.12M
3
+$2.13M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$2.05M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.02M

Top Sells

1
+$1.22M
2
+$71.9K
3
+$54.2K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$53.2K
5
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$38.2K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$216M 20.76%
394,715
-2,232
2
$197M 18.96%
3,992,351
+138,809
3
$106M 10.22%
1,816,490
+34,594
4
$86.4M 8.3%
1,774,279
+64,019
5
$74.8M 7.19%
798,443
+22,761
6
$52.3M 5.03%
1,194,890
+35,846
7
$49.6M 4.76%
1,091,835
+36,601
8
$44.4M 4.26%
865,462
+21,994
9
$38.6M 3.71%
323,255
+8,345
10
$35.6M 3.42%
333,852
+12,021
11
$19.6M 1.88%
248,854
+11,052
12
$18.6M 1.79%
174,940
+4,274
13
$18.4M 1.76%
727,896
+59,844
14
$16.4M 1.58%
664,485
+82,971
15
$10.6M 1.02%
108,893
+15,914
16
$5.45M 0.52%
162,399
+7,746
17
$4.1M 0.39%
106,438
+5,074
18
$3.67M 0.35%
30,938
-606
19
$3.12M 0.3%
60,971
+859
20
$2.84M 0.27%
12,535
+796
21
$2.49M 0.24%
36,360
-558
22
$2.09M 0.2%
9,086
+1,017
23
$2M 0.19%
13,275
+1,602
24
$1.73M 0.17%
37,227
-1,164
25
$1.7M 0.16%
22,165
+3,384
1
2 3