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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 63.81% of Ally Invest Advisors's stock portfolio.
Added to shares of these 10 stocks: BNDX (+$6.7M), VEA (+$5.0M), IEF, IVV, VMBS, SCHV, IGIB, SCHG, IJH, AGG.
Started 2 new stock positions in VGT, IDNA.
Reduced shares in these 9 stocks: EUSB, IEFA, IEMG, SBIO, IJJ, IJK, XAR, ESGV, ICLN.
Ally Invest Advisors was a net buyer of stock by $45M.
Ally Invest Advisors has $1.4B in assets under management (AUM), dropping by 8.65%.
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 77 positions in its portfolio as reported in the September 2025 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	$326M		487k	669.30	View chart
Vanguard Tax Managed Intl Fd Ftse Dev Mkt Etf (VEA)	19.7	$274M		4.6M	59.92	View chart
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX)	7.8	$109M	+6%	2.2M	49.46	View chart
Ishares Tr Barclays 7 10 Yr (IEF)	6.5	$91M	+5%	946k	96.46	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	6.4	$90M	+2%	1.4M	65.26	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	5.4	$75M	+2%	1.4M	54.18	View chart
Vanguard Scottsdale Fds Mortg-back Sec (VMBS)	4.4	$61M	+5%	1.3M	46.96	View chart
Ishares Tr Intrm Tr Crp Etf (IGIB)	3.9	$54M	+4%	1.0M	54.09	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	3.5	$49M		334k	145.60	View chart
Ishares Tr Core S&p Scp Etf (IJR)	3.3	$46M	+2%	389k	118.83	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	2.0	$29M	+8%	892k	31.91	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	1.9	$27M	+10%	929k	29.11	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	1.8	$26M	+2%	276k	92.98	View chart
Ishares Tr National Mun Etf (MUB)	1.7	$23M	+6%	217k	106.49	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.3	$18M	+10%	181k	100.25	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.6	$8.1M	+9%	28k	293.79	View chart
Ishares Esg Awr Msci Em (ESGE)	0.5	$7.6M		174k	43.42	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.5	$7.3M	+11%	42k	174.58	View chart
Ishares Tr Esg Aware Msci (ESML)	0.5	$6.4M		143k	45.08	View chart
Select Sector Spdr Tr Technology (XLK)	0.3	$4.5M		16k	281.85	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$4.3M		31k	140.95	View chart
Ishares Tr Sh Tr Crport Etf (IGSB)	0.3	$4.1M	+4%	77k	53.03	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.3	$3.9M	+10%	13k	297.62	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$3.8M	+11%	18k	208.71	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.2	$3.2M	+4%	57k	57.31	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.2	$2.9M		35k	84.68	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.2	$2.6M	+8%	27k	95.19	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$2.6M	+8%	33k	78.91	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$2.3M	+12%	21k	106.78	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$2.2M	+3%	4.5k	479.59	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$2.0M	+4%	41k	48.03	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$1.9M	+21%	5.7k	328.18	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.1	$1.7M	+8%	50k	33.89	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$1.4M	+3%	7.4k	186.50	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$1.3M	+3%	23k	53.87	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$1.2M	+16%	8.6k	139.18	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$1.2M		13k	87.31	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$1.1M	+3%	4.5k	239.66	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$1.0M	+4%	37k	27.30	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.1	$1.0M	+7%	13k	75.74	View chart
Ishares Tr Exponential Tech (XT)	0.1	$996k	+5%	14k	71.94	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$973k	+2%	8.2k	118.37	View chart
Spdr Ser Tr Portfolio Ln Cor (SPLB)	0.1	$846k	+9%	37k	23.12	View chart
Ishares Tr Msci Lw Crb Tg (CRBN)	0.1	$840k	+8%	3.7k	226.84	View chart
Select Sector Spdr Tr Sbi Int-inds (XLI)	0.1	$803k	+3%	5.2k	154.24	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.1	$761k	+14%	33k	23.09	View chart
First Tr Exchange Traded Cloud Computing (SKYY)	0.1	$732k	+5%	5.4k	134.41	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.1	$718k	+6%	20k	35.43	View chart
Spdr Ser Tr Spdr S&p 500 Etf (SPYX)	0.0	$675k	+8%	12k	54.85	View chart
Ishares Tr Esg Adv Ttl Usd (EUSB)	0.0	$667k	-3%	15k	43.92	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$600k	-2%	9.1k	65.92	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$595k	+56%	7.2k	82.58	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.0	$557k	+3%	22k	25.31	View chart
Ishares Tr Egsadvncdmsci Em (EMXF)	0.0	$538k	+6%	12k	45.27	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.0	$525k	+7%	6.7k	78.37	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$511k	+2%	6.9k	74.37	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$486k	-2%	3.7k	129.72	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$481k		4.1k	118.43	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$405k		5.5k	73.46	View chart
Spdr Ser Tr Aerospace Def (XAR)	0.0	$374k		1.6k	234.95	View chart
Select Sector Spdr Tr Energy (XLE)	0.0	$373k	+5%	4.2k	89.34	View chart
Blackrock Etf Trust Us Carbon Trans (LCTU)	0.0	$369k	+9%	5.1k	72.59	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.0	$355k		4.7k	76.02	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$351k	+4%	1.2k	293.76	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$333k	-2%	3.5k	95.89	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.0	$293k	+4%	3.4k	87.21	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$287k	+2%	2.0k	144.39	View chart
J P Morgan Exchange Traded F Sustainable Muni (JMSI)	0.0	$284k	+10%	5.7k	50.22	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.0	$277k	+5%	3.1k	89.63	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.0	$274k	+5%	6.5k	42.13	View chart
Spdr Ser Tr Russell Yield (ONEY)	0.0	$266k		2.4k	113.18	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.0	$249k		5.4k	45.99	View chart
Alps Etf Tr Med Breakthgh (SBIO)	0.0	$245k	-5%	6.3k	38.86	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.0	$244k	+2%	7.3k	33.68	View chart
Ishares Tr Genomics Immun (IDNA)	0.0	$226k	NEW	9.6k	23.61	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$214k	NEW	286.00	747.47	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.0	$158k		10k	15.48	View chart

Past Filings by Ally Invest Advisors

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

Ally Invest Advisors 2025 Q3 filed Nov. 13, 2025
Ally Invest Advisors 2025 Q2 filed Aug. 13, 2025
Ally Invest Advisors 2025 Q1 filed May 14, 2025
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

View all past filings

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