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, BNDX, IEF, IJH, and represent 64.88% of Ally Invest Advisors's stock portfolio.
Added to shares of these 10 stocks: IVV (+$37M), VEA (+$7.8M), BNDX, VOT, VOE, VWO, IEF, VMBS, IGIB, MUB.
Started 1 new stock position in IBB.
Reduced shares in these 10 stocks: IJH (-$38M), SCHG, IJR, SCHD, XLI, XLV, VYM, XLF, VTI, VYMI.
Ally Invest Advisors was a net buyer of stock by $27M.
Ally Invest Advisors has $1.1B in assets under management (AUM), dropping by 8.43%.
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 67 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	23.4	$264M	+16%	458k	576.82	View chart
Vanguard Tax Managed Intl Fd Ftse Dev Mkt Etf (VEA)	19.4	$219M	+3%	4.1M	52.81	View chart
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX)	8.2	$93M	+4%	1.9M	50.28	View chart
Ishares Tr Barclays 7 10 Yr (IEF)	7.1	$80M	+2%	817k	98.12	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	6.7	$76M	-33%	1.2M	62.32	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	5.3	$59M	+3%	1.2M	47.85	View chart
Vanguard Scottsdale Fds Mortg-back Sec (VMBS)	4.7	$53M	+3%	1.1M	47.21	View chart
Ishares Tr Intrm Tr Crp Etf (IGIB)	4.2	$48M	+2%	889k	53.72	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	3.6	$41M		326k	126.18	View chart
Ishares Tr Core S&p Scp Etf (IJR)	3.4	$39M		330k	116.96	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	1.9	$22M	+3%	258k	84.17	View chart
Ishares Tr National Mun Etf (MUB)	1.8	$20M	+4%	183k	108.63	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	1.6	$18M		225k	80.37	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.5	$17M	-10%	162k	104.18	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.0	$12M	+6%	116k	101.27	View chart
Ishares Esg Awr Msci Em (ESGE)	0.5	$6.1M	+3%	168k	36.41	View chart
Ishares Tr Esg Aware Msci (ESML)	0.5	$5.4M	+20%	128k	41.82	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.4	$5.0M	+125%	21k	243.47	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.4	$4.9M	+118%	29k	167.67	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$3.8M	-3%	30k	128.20	View chart
Ishares Tr Sh Tr Crport Etf (IGSB)	0.3	$3.4M	+5%	64k	52.66	View chart
Select Sector Spdr Tr Technology (XLK)	0.3	$3.3M	+16%	15k	225.76	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.2	$2.5M	-4%	35k	73.42	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$2.4M	+35%	12k	200.78	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$2.4M	+38%	8.9k	267.37	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.2	$2.0M	+9%	41k	49.08	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$1.9M	+7%	24k	78.69	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.2	$1.8M	+5%	19k	93.58	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.2	$1.8M	+4%	37k	48.59	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$1.4M	+5%	13k	106.19	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.1	$1.2M	+7%	36k	33.71	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$1.2M	-15%	14k	84.53	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$1.1M	-10%	4.0k	283.19	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$1.0M	-15%	6.8k	154.03	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$917k	-13%	20k	45.32	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$792k	-13%	4.0k	200.38	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$786k	-9%	4.5k	174.57	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$743k	+4%	8.2k	90.40	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$676k	-10%	1.8k	384.01	View chart
Ishares Tr Exponential Tech (XT)	0.1	$643k	+11%	11k	60.88	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.1	$634k	+21%	8.8k	72.04	View chart
Ishares Tr Msci Lw Crb Tg (CRBN)	0.1	$632k	+22%	3.2k	196.14	View chart
Spdr Ser Tr Portfolio Ln Cor (SPLB)	0.1	$621k	+5%	26k	24.16	View chart
Select Sector Spdr Tr Sbi Int-inds (XLI)	0.1	$598k	-25%	4.4k	135.43	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$595k	+15%	7.9k	75.11	View chart
Spdr Ser Tr Spdr S&p 500 Etf (SPYX)	0.0	$515k	+20%	11k	47.25	View chart
First Tr Exchange Traded Cloud Computing (SKYY)	0.0	$503k	+8%	4.9k	102.25	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$501k		6.4k	78.05	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.0	$493k	+8%	15k	32.15	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.0	$471k	+8%	19k	25.16	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.0	$460k	-7%	5.5k	82.99	View chart
Ishares Tr Esg Adv Ttl Usd (EUSB)	0.0	$457k	+21%	10k	44.30	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.0	$451k	+7%	19k	24.15	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$421k	-16%	6.5k	64.74	View chart
Ishares Tr Egsadvncdmsci Em (EMXF)	0.0	$325k	+20%	8.0k	40.52	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$310k		5.4k	57.41	View chart
Blackrock Etf Trust Us Carbon Trans (LCTU)	0.0	$304k		4.8k	62.73	View chart
Spdr Ser Tr Russell Yield (ONEY)	0.0	$304k	-16%	2.7k	112.15	View chart
Select Sector Spdr Tr Energy (XLE)	0.0	$290k	+42%	3.3k	87.81	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.0	$279k	-16%	8.1k	34.49	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.0	$272k	-15%	6.2k	44.01	View chart
Spdr Ser Tr Aerospace Def (XAR)	0.0	$260k	+15%	1.7k	157.35	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.0	$248k	+16%	4.2k	59.23	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.0	$246k	+8%	2.6k	96.38	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.0	$244k		5.5k	44.67	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.0	$235k	-9%	2.9k	80.77	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$210k	NEW	1.4k	145.65	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 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
Ally Invest Advisors 2020 Q4 filed Feb. 12, 2021

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