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 71.89% of Ally Invest Advisors's stock portfolio.
  • Added to shares of these 10 stocks: VEA (+$9.9M), IVV, VWO, ESGU, BNDX, IJH, IEF, IGIB, ESGD, VMBS.
  • Reduced shares in these 3 stocks: VYM, VYMI, IGSB.
  • Ally Invest Advisors was a net buyer of stock by $32M.
  • Ally Invest Advisors has $869M in assets under management (AUM), dropping by -1.99%.
  • 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

Companies in the Ally Invest Advisors portfolio as of the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 22.0 $192M +2% 422k 453.69
Vanguard Tax Managed Intl Fd Ftse Dev Mkt Etf (VEA) 19.3 $168M +6% 3.5M 48.03
Ishares Tr Core S&p Mcp Etf (IJH) 11.0 $96M +2% 357k 268.34
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 10.1 $88M +2% 1.7M 52.44
Ishares Tr Barclays 7 10 Yr (IEF) 9.5 $82M +2% 765k 107.47
Vanguard Scottsdale Fds Mortg-back Sec (VMBS) 6.0 $52M 1.0M 50.10
Ishares Tr Intrm Tr Crp Etf (IGIB) 5.5 $48M +4% 874k 54.87
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 4.6 $40M +6% 859k 46.13
Ishares Tr Core S&p Scp Etf (IJR) 3.6 $32M +2% 294k 107.88
Ishares Tr Esg Msci Usa Etf (ESGU) 2.8 $24M +10% 238k 101.35
Ishares Tr National Mun Etf (MUB) 2.2 $19M +3% 172k 109.64
Ishares Tr Esg Msci Eafe (ESGD) 1.6 $14M +14% 191k 73.73
Ishares Tr Sh Tr Crport Etf (IGSB) 0.5 $4.3M 82k 51.72
Ishares Esg Msci Em Etf 0.4 $3.4M +16% 92k 36.73

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Vanguard Whitehall Fds High Div Yld (VYM) 0.4 $3.3M -4% 29k 112.25
Ishares Tr Esg Msci Usa Sml (ESML) 0.3 $2.7M +11% 71k 38.05
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.2 $1.9M -3% 28k 67.60

Past Filings by Ally Invest Advisors

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