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
$1.15B
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$5.08M
3
+$4.77M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$4.57M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.03M

Top Sells

1
+$47.6K
2
+$22.6K
3
+$18.6K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$13.7K
5
DES icon
WisdomTree US SmallCap Dividend Fund
DES
+$12.6K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$275M 23.81%
466,894
+8,637
2
$216M 18.71%
4,514,777
+374,755
3
$95.5M 8.28%
1,947,844
+97,290
4
$80.1M 6.94%
866,460
+49,392
5
$77.9M 6.75%
1,249,541
+34,611
6
$57.7M 5%
1,309,929
+68,716
7
$53.7M 4.65%
1,183,604
+57,400
8
$47.8M 4.14%
927,275
+37,909
9
$42.3M 3.67%
328,656
+2,688
10
$39.4M 3.41%
341,548
+11,704
11
$21.3M 1.85%
280,094
+22,210
12
$20.8M 1.8%
194,813
+11,471
13
$20.5M 1.77%
734,310
+85,490
14
$19.3M 1.67%
741,043
+67,516
15
$13.8M 1.2%
142,723
+26,898
16
$5.93M 0.51%
23,383
+2,932
17
$5.92M 0.51%
177,340
+9,110
18
$5.52M 0.48%
131,210
+3,147
19
$5.45M 0.47%
33,672
+4,723
20
$3.8M 0.33%
16,332
+1,696
21
$3.78M 0.33%
29,632
-107
22
$3.48M 0.3%
67,354
+3,272
23
$2.9M 0.25%
10,372
+1,449
24
$2.78M 0.24%
14,040
+2,157
25
$2.41M 0.21%
35,512
+902
1
2 3