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 63.95% of Ally Invest Advisors's stock portfolio.
Added to shares of these 10 stocks: BNDX (+$7.4M), IEF (+$5.0M), IJH, VMBS, IVV, IGIB, XLK, VEA, AGG, MUB.
Reduced shares in these 10 stocks: USXF, ICLN, SBIO, DMXF, EMXF, XLF, XLV, XLC, ESGV, ESGE.
Sold out of its position in ICLN.
Ally Invest Advisors was a net buyer of stock by $37M.
Ally Invest Advisors has $1.4B in assets under management (AUM), dropping by 3.95%.
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 76 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	23.2	$336M		490k	684.94	View chart
Vanguard Tax Managed Intl Fd Ftse Dev Mkt Etf (VEA)	19.9	$288M		4.6M	62.47	View chart
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX)	7.8	$114M	+6%	2.4M	48.32	View chart
Ishares Tr Barclays 7 10 Yr (IEF)	6.6	$96M	+5%	999k	96.16	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	6.5	$94M	+3%	1.4M	66.00	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	5.2	$75M		1.4M	53.76	View chart
Vanguard Scottsdale Fds Mortg-back Sec (VMBS)	4.4	$64M	+4%	1.4M	47.08	View chart
Ishares Tr Intrm Tr Crp Etf (IGIB)	3.9	$56M	+3%	1.0M	53.88	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	3.4	$50M		335k	148.98	View chart
Ishares Tr Core S&p Scp Etf (IJR)	3.3	$48M	+2%	398k	120.18	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	2.0	$29M		891k	32.62	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	1.9	$28M	+2%	952k	29.61	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	1.9	$27M	+2%	283k	95.09	View chart
Ishares Tr National Mun Etf (MUB)	1.7	$25M	+6%	231k	107.11	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.4	$20M	+10%	200k	99.88	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.5	$7.9M	+2%	28k	279.14	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.5	$7.7M	+3%	43k	177.37	View chart
Ishares Esg Awr Msci Em (ESGE)	0.5	$7.7M		173k	44.17	View chart
Ishares Tr Esg Aware Msci (ESML)	0.5	$6.6M		143k	45.98	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$4.8M	+9%	34k	143.52	View chart
Ishares Tr Sh Tr Crport Etf (IGSB)	0.3	$4.4M	+8%	84k	52.88	View chart
Select Sector Spdr Tr Technology (XLK)	0.3	$4.2M	+82%	29k	143.97	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.3	$4.1M	+2%	14k	302.11	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$4.0M	+3%	19k	211.79	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.2	$3.5M	+10%	38k	90.00	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.2	$2.9M	-9%	51k	57.58	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$2.8M	+7%	35k	78.81	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.2	$2.8M	+5%	29k	96.28	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$2.5M	+8%	23k	106.70	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$2.3M	+18%	6.7k	335.27	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$2.2M		4.6k	487.82	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$2.1M	+9%	44k	47.85	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.1	$1.8M	+7%	54k	33.81	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$1.5M	+7%	7.9k	190.98	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$1.4M	+32%	49k	27.43	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$1.3M	-3%	8.3k	154.80	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$1.2M	-4%	22k	54.77	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$1.2M	-3%	13k	89.46	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$1.0M	+91%	8.5k	119.41	View chart
Ishares Tr Exponential Tech (XT)	0.1	$945k	-2%	14k	69.74	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.1	$928k	-7%	12k	75.16	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$922k	-4%	7.8k	117.72	View chart
Spdr Ser Tr Portfolio Ln Cor (SPLB)	0.1	$895k	+8%	40k	22.58	View chart
Ishares Tr Msci Lw Crb Tg (CRBN)	0.1	$857k		3.7k	230.51	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.1	$822k	+7%	36k	23.19	View chart
Select Sector Spdr Tr Sbi Int-inds (XLI)	0.1	$770k	-4%	5.0k	155.13	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$718k	+17%	8.5k	84.64	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.0	$714k	-2%	20k	36.23	View chart
Spdr Ser Tr Spdr S&p 500 Etf (SPYX)	0.0	$694k		12k	56.19	View chart
First Tr Exchange Traded Cloud Computing (SKYY)	0.0	$692k	-2%	5.3k	130.08	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$688k	+35%	9.3k	74.07	View chart
Ishares Tr Esg Adv Ttl Usd (EUSB)	0.0	$659k		15k	43.91	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$604k		9.0k	67.22	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.0	$578k	+4%	23k	25.24	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.0	$535k	+2%	6.9k	77.68	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$515k	+23%	6.8k	75.44	View chart
Ishares Tr Egsadvncdmsci Em (EMXF)	0.0	$495k	-10%	11k	46.53	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$460k	-6%	3.5k	131.61	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$449k	-8%	3.7k	120.95	View chart
Spdr Ser Tr Aerospace Def (XAR)	0.0	$362k	-5%	1.5k	241.25	View chart
Blackrock Etf Trust Us Carbon Trans (LCTU)	0.0	$362k	-3%	4.9k	74.09	View chart
Select Sector Spdr Tr Energy (XLE)	0.0	$360k	+93%	8.1k	44.71	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$356k	+2%	1.2k	290.12	View chart
Spdr Ser Tr Russell Yield (ONEY)	0.0	$346k	+29%	3.0k	113.57	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$337k		3.5k	96.89	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.0	$332k		4.6k	71.44	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.0	$324k	+27%	6.9k	46.71	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.0	$314k	+29%	9.4k	33.45	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$297k	-11%	1.8k	168.81	View chart
J P Morgan Exchange Traded F Sustainable Muni (JMSI)	0.0	$291k	+2%	5.8k	50.38	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.0	$273k	+95%	6.0k	45.35	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.0	$273k	+90%	6.4k	42.69	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.0	$268k		6.6k	40.35	View chart
Alps Etf Tr Med Breakthgh (SBIO)	0.0	$229k	-29%	4.5k	51.22	View chart
Ishares Tr Genomics Immun (IDNA)	0.0	$218k	-13%	8.3k	26.19	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$205k	-4%	272.00	752.90	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 Q4 filed Feb. 13, 2026
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

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