Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Ally Invest Advisors

Latest statistics and disclosures from Ally Invest Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, VEA, IJH, BNDX, IEF, and represent 67.38% of Ally Invest Advisors's stock portfolio.
Added to shares of these 10 stocks: SCHV, SCHG, VEA, AGG, VWO, IEF, ESGU, VMBS, ESGD, EAGG.
Started 4 new stock positions in SUSB, CRBN, SPYX, XLP.
Reduced shares in these 10 stocks: IVV, USHY, IJH, VYM, IGSB, VYMI, IGIB, VTI, SCHD, VXUS.
Sold out of its position in USHY.
Ally Invest Advisors was a net buyer of stock by $16M.
Ally Invest Advisors has $855M in assets under management (AUM), dropping by -2.34%.
Central Index Key (CIK): 0001706013

Tip: Access up to 7 years of quarterly data

Positions held by Ally Invest Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Ally Invest Advisors

Ally Invest Advisors holds 55 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	20.6	$177M	-2%	411k	429.43	View chart
Vanguard Tax Managed Intl Fd Ftse Dev Mkt Etf (VEA)	19.0	$162M		3.7M	43.72	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	10.4	$89M		355k	249.35	View chart
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX)	9.3	$79M		1.7M	47.83	View chart
Ishares Tr Barclays 7 10 Yr (IEF)	8.2	$70M	+2%	763k	91.59	View chart
Vanguard Scottsdale Fds Mortg-back Sec (VMBS)	5.3	$45M		1.0M	43.78	View chart
Ishares Tr Intrm Tr Crp Etf (IGIB)	4.8	$41M		846k	48.65	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	4.7	$40M	+4%	1.0M	39.21	View chart
Ishares Tr Core S&p Scp Etf (IJR)	3.4	$29M		310k	94.33	View chart
Ishares Tr Esg Msci Usa Etf (ESGU)	3.4	$29M	+2%	305k	93.91	View chart
Ishares Tr National Mun Etf (MUB)	2.0	$17M		168k	102.54	View chart
Ishares Tr Esg Msci Eafe (ESGD)	1.8	$16M	+3%	224k	69.13	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.0	$8.7M	+40%	119k	72.72	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	1.0	$8.3M	+49%	129k	64.46	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.8	$6.6M	+51%	70k	94.04	View chart
Ishares Esg Msci Em Etf	0.5	$4.1M	+6%	134k	30.28	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.4	$3.7M	-5%	36k	103.32	View chart
Ishares Tr Sh Tr Crport Etf (IGSB)	0.4	$3.2M	-5%	64k	49.83	View chart
Ishares Tr Esg Msci Usa Sml (ESML)	0.4	$3.1M	+3%	94k	33.65	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.3	$2.6M	-6%	42k	61.89	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$1.5M	+27%	9.2k	163.93	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$1.4M	-2%	20k	70.76	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.1	$1.3M		36k	34.66	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$1.2M	-3%	5.8k	212.39	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$1.1M	+70%	25k	45.30	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$1.1M	+45%	5.4k	194.78	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$997k	+49%	7.6k	130.95	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$959k	+34%	12k	82.52	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$951k	+39%	13k	75.17	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$872k	+28%	8.5k	102.86	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$823k	+46%	5.2k	159.50	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$815k	+46%	3.8k	214.16	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$629k	+39%	4.9k	128.74	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.1	$606k	+39%	19k	31.45	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$504k	-2%	9.4k	53.52	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$488k	+2%	1.8k	272.28	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$473k	+35%	14k	33.17	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$461k	+26%	2.9k	161.01	View chart
Select Sector Spdr Tr Sbi Int-inds (XLI)	0.0	$373k	+33%	3.7k	101.38	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.0	$367k	+2%	6.4k	57.09	View chart
Spdr Ser Tr Russell Yield (ONEY)	0.0	$361k	-2%	3.9k	91.42	View chart
Select Sector Spdr Tr Communication (XLC)	0.0	$356k	+27%	5.4k	65.57	View chart
Ishares Tr Msci Lw Crb Tg (CRBN)	0.0	$338k	NEW	2.3k	150.26	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.0	$337k	-2%	9.0k	37.48	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.0	$330k	-2%	12k	28.20	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$312k		2.3k	137.92	View chart
Spdr Ser Tr Portfolio Ln Cor (SPLB)	0.0	$295k	+40%	14k	21.24	View chart
Ishares Tr Ishares Tr (XT)	0.0	$286k	+18%	5.5k	52.21	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.0	$285k	NEW	12k	23.77	View chart
Spdr Ser Tr Spdr S&p 500 Etf (SPYX)	0.0	$273k	NEW	7.9k	34.73	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.0	$269k	+29%	12k	22.16	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$232k	+7%	3.6k	64.36	View chart
First Tr Exchange Traded Cloud Computing (SKYY)	0.0	$231k	+11%	3.0k	75.91	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.0	$229k	NEW	3.3k	68.81	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.0	$215k	+19%	8.7k	24.72	View chart

Past Filings by Ally Invest Advisors

SEC 13F filings are viewable for Ally Invest Advisors going back to 2018

Ally Invest Advisors 2023 Q3 filed Nov. 13, 2023
Ally Invest Advisors 2023 Q2 filed Aug. 11, 2023
Ally Invest Advisors 2023 Q1 filed May 12, 2023
Ally Invest Advisors 2022 Q4 filed Feb. 13, 2023
Ally Invest Advisors 2022 Q3 filed Nov. 10, 2022
Ally Invest Advisors 2022 Q2 filed Aug. 10, 2022
Ally Invest Advisors 2022 Q1 filed May 13, 2022
Ally Invest Advisors 2021 Q4 filed Feb. 11, 2022
Ally Invest Advisors 2021 Q3 filed Nov. 10, 2021
Ally Invest Advisors 2021 Q2 filed Aug. 13, 2021
Ally Invest Advisors 2021 Q1 filed May 14, 2021
Ally Invest Advisors 2020 Q4 filed Feb. 12, 2021
Ally Invest Advisors 2020 Q3 filed Nov. 13, 2020
Ally Invest Advisors 2020 Q2 filed Aug. 13, 2020
Ally Invest Advisors 2020 Q1 filed May 14, 2020
Ally Invest Advisors 2019 Q4 filed Feb. 13, 2020

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z