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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, IJH, IEF, and represent 63.90% of Ally Invest Advisors's stock portfolio.
Added to shares of these 10 stocks: BNDX (+$5.9M), IEF (+$5.1M), VMBS, IGIB, VUG, IVV, AGG, MUB, ESGD, VWO.
Reduced shares in these 10 stocks: XLK, ESGE, IJR, SKYY, CIBR, IEMG, SBIO, XT, XLI, ESGV.
Ally Invest Advisors was a net buyer of stock by $28M.
Ally Invest Advisors has $1.7B in assets under management (AUM), dropping by 11.47%.
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 75 positions in its portfolio as reported in the June 2026 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	$385M		513k	748.89	View chart
Vanguard Tax Managed Intl Fd Ftse Dev Mkt Etf (VEA)	19.6	$325M		4.6M	71.25	View chart
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX)	7.8	$129M	+4%	2.7M	48.43	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	6.8	$113M		1.5M	77.11	View chart
Ishares Tr Barclays 7 10 Yr (IEF)	6.4	$106M	+5%	1.1M	94.57	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	5.2	$85M		1.4M	59.69	View chart
Vanguard Scottsdale Fds Mortg-back Sec (VMBS)	4.3	$71M	+4%	1.5M	46.81	View chart
Ishares Tr Intrm Tr Crp Etf (IGIB)	3.8	$63M	+4%	1.2M	53.17	View chart
Ishares Tr Core S&p Scp Etf (IJR)	3.7	$61M		411k	148.31	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	3.5	$57M		351k	163.67	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	2.1	$34M		978k	34.81	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.9	$32M		935k	33.84	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	1.8	$31M	+2%	298k	102.81	View chart
Ishares Tr National Mun Etf (MUB)	1.7	$28M	+3%	256k	107.62	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.4	$23M	+6%	227k	98.98	View chart
Ishares Esg Awr Msci Em (ESGE)	0.6	$9.2M	-2%	169k	54.69	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.5	$9.1M	+2%	30k	306.30	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.5	$8.8M	+2%	45k	197.60	View chart
Ishares Tr Esg Aware Msci (ESML)	0.5	$8.1M		144k	55.93	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$5.6M	+5%	36k	158.03	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.3	$5.0M		14k	365.70	View chart
Ishares Tr Sh Tr Crport Etf (IGSB)	0.3	$4.9M	+6%	93k	52.41	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$4.7M	+2%	19k	243.00	View chart
Select Sector Spdr Tr Technology (XLK)	0.3	$4.2M	-21%	22k	190.52	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.2	$3.9M	+4%	40k	98.20	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.2	$3.7M		53k	69.45	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$3.2M	+7%	8.6k	370.03	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$3.0M	+7%	39k	77.91	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.2	$3.0M	+4%	31k	96.44	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$2.8M	+7%	26k	106.47	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$2.1M		45k	47.41	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.1	$2.0M	+7%	59k	33.46	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$2.0M	+472%	23k	86.14	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$1.8M	+10%	56k	31.71	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$1.4M	+4%	8.6k	158.66	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$1.3M	+6%	24k	53.61	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$1.3M		5.8k	217.92	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.1	$1.1M	+6%	13k	84.60	View chart
Ishares Tr Exponential Tech (XT)	0.1	$1.1M	-3%	13k	82.63	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$1.1M	+7%	11k	95.44	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$1.0M		8.6k	117.29	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$1.0M		10k	96.58	View chart
Spdr Ser Tr Portfolio Ln Cor (SPLB)	0.1	$998k	+9%	45k	22.40	View chart
Ishares Tr Msci Lw Crb Tg (CRBN)	0.1	$991k		3.9k	252.99	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.1	$926k	+6%	39k	23.52	View chart
Select Sector Spdr Tr Sbi Int-inds (XLI)	0.1	$864k	-4%	4.7k	185.22	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$838k		7.8k	107.13	View chart
Spdr Ser Tr Spdr S&p 500 Etf (SPYX)	0.0	$794k		13k	61.10	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.0	$742k	-2%	20k	37.94	View chart
First Tr Exchange Traded Cloud Computing (SKYY)	0.0	$736k	-16%	5.5k	134.56	View chart
Ishares Tr Esg Adv Ttl Usd (EUSB)	0.0	$721k	+6%	17k	43.45	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$656k	+8%	7.7k	85.49	View chart
Ishares Tr Egsadvncdmsci Em (EMXF)	0.0	$608k		11k	57.94	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.0	$599k	+4%	24k	24.99	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.0	$586k		7.1k	83.07	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$585k	-8%	7.1k	82.84	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$500k	-4%	3.8k	132.23	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$487k		4.1k	117.51	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$486k		3.3k	147.73	View chart
Spdr Ser Tr Russell Yield (ONEY)	0.0	$452k	+11%	3.5k	128.10	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.0	$440k	+10%	11k	40.68	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.0	$427k	+10%	7.9k	53.79	View chart
Blackrock Etf Trust Us Carbon Trans (LCTU)	0.0	$404k	+2%	5.0k	80.16	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.0	$399k	-13%	4.4k	89.85	View chart
Spdr Ser Tr Aerospace Def (XAR)	0.0	$389k	+4%	1.4k	283.85	View chart
Select Sector Spdr Tr Energy (XLE)	0.0	$371k	+8%	7.0k	53.11	View chart
J P Morgan Exchange Traded F Sustainable Muni (JMSI)	0.0	$312k	+8%	6.2k	50.44	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$299k	-5%	1.6k	190.15	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$298k	+661%	2.5k	119.52	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.0	$291k		6.4k	45.34	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.0	$290k	-3%	5.7k	50.83	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.0	$288k		6.6k	44.03	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$276k	+307%	3.4k	80.58	View chart
Alps Etf Tr Med Breakthgh (SBIO)	0.0	$232k	-15%	3.6k	64.65	View chart
Ishares Tr Genomics Immun (IDNA)	0.0	$231k	-7%	6.9k	33.75	View chart

Past Filings by Ally Invest Advisors

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

Ally Invest Advisors 2026 Q2 filed Aug. 13, 2026
Ally Invest Advisors 2026 Q1 filed May 12, 2026
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

View all past filings

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