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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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
- 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
- Ally Invest Advisors 2020 Q3 filed Nov. 13, 2020
- Ally Invest Advisors 2020 Q2 filed Aug. 13, 2020
- Ally Invest Advisors 2020 Q1 filed May 14, 2020
- Ally Invest Advisors 2019 Q4 filed Feb. 13, 2020
- Ally Invest Advisors 2019 Q3 filed Nov. 13, 2019
- Ally Invest Advisors 2019 Q2 filed Aug. 13, 2019
- Ally Invest Advisors 2019 Q1 filed May 14, 2019
- Ally Invest Advisors 2018 Q4 filed Feb. 13, 2019