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Ally Invest Advisors

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

Top 5 stock holdings are IVV, VEA, BNDX, IEF, IJH, and represent 64.48% of Ally Invest Advisors's stock portfolio.
Added to shares of these 10 stocks: VEA (+$18M), SCHG (+$16M), SCHV (+$14M), IVV (+$5.1M), BNDX, IEF, VWO, AGG, VMBS, IJH.
Reduced shares in these 8 stocks: VUG, XLC, VYM, DES, ONEY, VXUS, DEM, SPYX.
Ally Invest Advisors was a net buyer of stock by $86M.
Ally Invest Advisors has $1.2B in assets under management (AUM), dropping by 2.31%.
Central Index Key (CIK): 0001706013

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

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Portfolio Holdings for Ally Invest Advisors

Ally Invest Advisors holds 67 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	23.8	$275M		467k	588.68	View chart
Vanguard Tax Managed Intl Fd Ftse Dev Mkt Etf (VEA)	18.7	$216M	+9%	4.5M	47.82	View chart
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX)	8.3	$96M	+5%	1.9M	49.05	View chart
Ishares Tr Barclays 7 10 Yr (IEF)	6.9	$80M	+6%	867k	92.45	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	6.7	$78M	+2%	1.2M	62.31	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	5.0	$58M	+5%	1.3M	44.04	View chart
Vanguard Scottsdale Fds Mortg-back Sec (VMBS)	4.6	$54M	+5%	1.2M	45.34	View chart
Ishares Tr Intrm Tr Crp Etf (IGIB)	4.1	$48M	+4%	927k	51.51	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	3.7	$42M		329k	128.82	View chart
Ishares Tr Core S&p Scp Etf (IJR)	3.4	$39M	+3%	342k	115.22	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	1.8	$21M	+8%	280k	76.14	View chart
Ishares Tr National Mun Etf (MUB)	1.8	$21M	+6%	195k	106.55	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.8	$21M	+352%	734k	27.87	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	1.7	$19M	+230%	741k	26.07	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.2	$14M	+23%	143k	96.90	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.5	$5.9M	+14%	23k	253.75	View chart
Ishares Esg Awr Msci Em (ESGE)	0.5	$5.9M	+5%	177k	33.39	View chart
Ishares Tr Esg Aware Msci (ESML)	0.5	$5.5M	+2%	131k	42.05	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.5	$5.4M	+16%	34k	161.77	View chart
Select Sector Spdr Tr Technology (XLK)	0.3	$3.8M	+11%	16k	232.52	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$3.8M		30k	127.59	View chart
Ishares Tr Sh Tr Crport Etf (IGSB)	0.3	$3.5M	+5%	67k	51.70	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.3	$2.9M	+16%	10k	280.07	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$2.8M	+18%	14k	198.18	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.2	$2.4M	+2%	36k	67.88	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$2.1M	+13%	27k	77.27	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.2	$2.1M	+2%	42k	49.72	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.2	$2.0M	+19%	23k	89.04	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.2	$2.0M	+17%	43k	46.44	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$1.8M	+31%	17k	105.48	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.1	$1.3M	+12%	41k	32.76	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$1.2M	+4%	4.2k	289.81	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$1.1M	+47%	6.6k	169.30	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$1.1M	+187%	40k	27.32	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$1.1M	+10%	22k	48.33	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$1.1M	+12%	7.6k	137.56	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$956k	+7%	4.3k	224.35	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$777k	-2%	8.0k	96.81	View chart
Ishares Tr Exponential Tech (XT)	0.1	$759k	+20%	13k	59.66	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$700k	-3%	1.7k	410.40	View chart
Select Sector Spdr Tr Sbi Int-inds (XLI)	0.1	$652k	+12%	4.9k	131.75	View chart
Spdr Ser Tr Portfolio Ln Cor (SPLB)	0.1	$649k	+13%	29k	22.23	View chart
Ishares Tr Msci Lw Crb Tg (CRBN)	0.1	$626k		3.2k	193.59	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.1	$609k	+6%	9.4k	64.62	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$595k	+4%	8.3k	71.91	View chart
First Tr Exchange Traded Cloud Computing (SKYY)	0.1	$595k		5.0k	119.12	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.1	$584k	+19%	18k	31.95	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.1	$580k	+31%	25k	23.61	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.0	$534k	+15%	22k	24.70	View chart
Spdr Ser Tr Spdr S&p 500 Etf (SPYX)	0.0	$524k		11k	48.15	View chart
Ishares Tr Esg Adv Ttl Usd (EUSB)	0.0	$489k	+11%	12k	42.48	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.0	$488k	+12%	6.2k	78.60	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$460k		6.5k	70.28	View chart
Blackrock Etf Trust Us Carbon Trans (LCTU)	0.0	$420k	+35%	6.6k	64.05	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$375k	-2%	6.4k	58.93	View chart
Select Sector Spdr Tr Energy (XLE)	0.0	$328k	+15%	3.8k	85.66	View chart
Ishares Tr Egsadvncdmsci Em (EMXF)	0.0	$312k	+4%	8.4k	37.27	View chart
Spdr Ser Tr Aerospace Def (XAR)	0.0	$301k	+9%	1.8k	165.86	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.0	$293k	+10%	4.6k	63.45	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$284k		5.4k	52.22	View chart
Spdr Ser Tr Russell Yield (ONEY)	0.0	$284k	-3%	2.6k	108.85	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.0	$265k	-4%	7.7k	34.35	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.0	$247k		6.1k	40.49	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.0	$245k	+10%	6.0k	40.67	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.0	$240k	+11%	2.9k	84.13	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.0	$240k	+8%	3.2k	75.70	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$200k	+5%	1.5k	132.24	View chart

Past Filings by Ally Invest Advisors

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

Ally Invest Advisors 2024 Q4 filed Feb. 13, 2025
Ally Invest Advisors 2024 Q3 filed Nov. 13, 2024
Ally Invest Advisors 2024 Q2 filed Aug. 13, 2024
Ally Invest Advisors 2024 Q1 filed May 14, 2024
Ally Invest Advisors 2023 Q4 filed Feb. 13, 2024
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

View all past filings

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