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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 63.86% of Ally Invest Advisors's stock portfolio.
Added to shares of these 10 stocks: IVV (+$14M), BNDX (+$9.1M), IEF (+$6.8M), VMBS, IGIB, IJH, ESGU, IJR, MUB, AGG.
Reduced shares in these 10 stocks: VEA, BND, VTV, VUG, IEFA, XLK, VO, XLE, IEMG, XAR.
Sold out of its position in BND.
Ally Invest Advisors was a net buyer of stock by $48M.
Ally Invest Advisors has $1.5B in assets under management (AUM), dropping by 2.54%.
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 March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	22.5	$334M	+4%	511k	653.21	View chart
Vanguard Tax Managed Intl Fd Ftse Dev Mkt Etf (VEA)	19.7	$292M		4.6M	64.08	View chart
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX)	8.2	$122M	+8%	2.5M	48.05	View chart
Ishares Tr Barclays 7 10 Yr (IEF)	6.9	$102M	+7%	1.1M	95.44	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	6.6	$99M	+2%	1.5M	67.53	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	5.2	$77M		1.4M	54.05	View chart
Vanguard Scottsdale Fds Mortg-back Sec (VMBS)	4.6	$68M	+7%	1.5M	46.95	View chart
Ishares Tr Intrm Tr Crp Etf (IGIB)	4.0	$60M	+8%	1.1M	53.22	View chart
Ishares Tr Core S&p Scp Etf (IJR)	3.4	$51M	+3%	412k	124.31	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	3.3	$49M	+3%	348k	141.42	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	2.0	$29M		964k	30.50	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	1.9	$28M	+2%	290k	95.62	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.8	$27M	+2%	917k	29.13	View chart
Ishares Tr National Mun Etf (MUB)	1.8	$26M	+6%	247k	106.15	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.4	$21M	+6%	213k	99.27	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.5	$8.0M		44k	184.28	View chart
Ishares Esg Awr Msci Em (ESGE)	0.5	$7.9M		174k	45.47	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.5	$7.4M		29k	257.35	View chart
Ishares Tr Esg Aware Msci (ESML)	0.5	$6.8M		145k	47.02	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$5.0M		34k	148.10	View chart
Ishares Tr Sh Tr Crport Etf (IGSB)	0.3	$4.6M	+4%	87k	52.56	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.3	$4.1M		14k	302.26	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$4.1M		19k	217.25	View chart
Select Sector Spdr Tr Technology (XLK)	0.3	$3.8M	-3%	28k	132.90	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.2	$3.6M		38k	94.24	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$2.9M	+3%	36k	78.41	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.2	$2.8M		52k	55.20	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.2	$2.8M	+2%	30k	93.93	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$2.6M	+5%	25k	106.50	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$2.6M	+18%	8.0k	320.79	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$2.1M		45k	47.55	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.1	$1.8M	+2%	55k	33.54	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$1.7M	-12%	4.0k	436.82	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$1.6M	+3%	51k	30.68	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$1.2M		8.2k	146.62	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$1.2M	-25%	5.9k	196.22	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$1.1M		22k	49.37	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$960k	-18%	11k	90.53	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.1	$944k		13k	75.45	View chart
Ishares Tr Exponential Tech (XT)	0.1	$938k		14k	68.15	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$923k		8.5k	108.98	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$922k	+25%	11k	86.64	View chart
Spdr Ser Tr Portfolio Ln Cor (SPLB)	0.1	$903k	+2%	41k	22.22	View chart
Ishares Tr Msci Lw Crb Tg (CRBN)	0.1	$878k	+5%	3.9k	222.83	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$859k		7.8k	110.86	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.1	$851k	+4%	37k	22.98	View chart
Select Sector Spdr Tr Sbi Int-inds (XLI)	0.1	$786k	-2%	4.9k	161.72	View chart
First Tr Exchange Traded Cloud Computing (SKYY)	0.0	$715k	+22%	6.5k	109.35	View chart
Spdr Ser Tr Spdr S&p 500 Etf (SPYX)	0.0	$694k	+6%	13k	53.03	View chart
Ishares Tr Esg Adv Ttl Usd (EUSB)	0.0	$680k	+4%	16k	43.50	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.0	$664k		20k	33.22	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.0	$578k		23k	25.07	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.0	$572k		7.0k	81.98	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$545k	+3%	7.1k	77.11	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$539k	-13%	7.7k	69.75	View chart
Ishares Tr Egsadvncdmsci Em (EMXF)	0.0	$493k	-3%	10k	47.84	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$442k	+6%	3.9k	112.26	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$434k	-6%	3.3k	132.48	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$419k	+19%	4.2k	100.61	View chart
Select Sector Spdr Tr Energy (XLE)	0.0	$394k	-20%	6.4k	61.26	View chart
Spdr Ser Tr Russell Yield (ONEY)	0.0	$381k	+4%	3.2k	120.06	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.0	$358k	+3%	7.2k	49.69	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.0	$351k	+4%	9.8k	35.94	View chart
Blackrock Etf Trust Us Carbon Trans (LCTU)	0.0	$346k		4.9k	70.13	View chart
Spdr Ser Tr Aerospace Def (XAR)	0.0	$332k	-12%	1.3k	254.06	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.0	$320k	+9%	5.1k	62.68	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.0	$295k	-2%	5.9k	49.97	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.0	$290k		6.3k	45.89	View chart
J P Morgan Exchange Traded F Sustainable Muni (JMSI)	0.0	$285k		5.7k	49.75	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$282k	-5%	1.7k	168.83	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.0	$272k		6.6k	40.83	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$242k	-31%	841.00	287.20	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$229k	+20%	328.00	698.69	View chart
Alps Etf Tr Med Breakthgh (SBIO)	0.0	$221k	-5%	4.2k	52.34	View chart
Ishares Tr Genomics Immun (IDNA)	0.0	$214k	-11%	7.4k	29.05	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 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
Ally Invest Advisors 2022 Q2 filed Aug. 10, 2022

View all past filings

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