AI

Ally Invest Advisors Inc.

Momentum followerLong-term holderQuality / disciplined sizing

Total reported value

$1.5B

Reporting period: 2026-03-31 · Number of holdings: 75

Ally Invest Advisors Inc. disclosed 75 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $1.5B and a quarterly turnover rate of 3.6%.

Personality snowflake

Concentration
46.2
Portfolio Stability
3.64
Momentum/Contrarian
100
Sector conviction
0
Diversification
100
Sizing Uniformity
72.13

Recent moves

  • Trim IVV

    +4.3%　-$1.8M

  • Add BNDX

    +8.0%　$8.4M

  • Add IEF

    +7.2%　$6.1M

  • Trim SCHG

    +2.9%　-$2.3M

  • Add VMBS

    +7.5%　$4.6M

  • Trim VEA

    -1.0%　$4.4M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1IVVIshares Core S&p 500 ETFETF-Large Cap & Growth22.48%-0.69%+4.31%
2VEAVanguard Ftse Developed ETFETF-Other19.66%-0.19%-1.03%
3BNDXVanguard Total Intl Bond ETFETF-Other8.21%+0.37%+8.01%
4IEFIshares 7-10 Year Treasury BETF-Gov Bonds6.87%+0.24%+7.17%
5IJHIshares Core S&p Midcap ETFETF-Other6.64%+0.18%+2.99%
6VWOVanguard Ftse Emerging MarkeETF-Emerging Markets5.16%-0.02%+1.52%
7VMBSVanguard Mortgage-backed SecETF-Other4.59%+0.20%+7.51%
8IGIBIshares 5-10y Inv Grade CORPETF-Corp Bonds4.05%+0.17%+8.34%
9IJRIshares Core S&p Small-cap EETF-Small Cap3.45%+0.15%+3.50%
10ESGUIshares Esg Aware Msci USAETF-Other3.31%-0.14%+3.84%
11SCHVSchwab US Large-cap ValueETF-Other1.98%+0.03%+1.27%
12ESGDIshares Trust Ishares Esg AwETF-Other1.87%+0.01%+2.54%
13SCHGSchwab US Large-cap GrowthETF-Other1.80%-0.21%+2.95%
14MUBIshares National Muni Bond EETF-Other1.76%+0.05%+6.86%
15AGGIshares Core U.s. AggregateETF-Other1.42%+0.04%+6.85%
16VOEVanguard Mid-cap Value ETFETF-Other0.54%+0.01%+0.88%
17ESGEIshares INC Ishares Esg AwarETF-Other0.53%—+0.13%
18VOTVanguard Mid-cap Growth ETFETF-Other0.50%-0.05%+1.19%
19ESMLIshares Esg Aware Msci USA SETF-Other0.46%+0.01%+1.39%
20VYMVanguard High Dvd Yield ETFETF-Other0.34%+0.01%+1.51%
21IGSBIshares 1-5y Inv Grade CORPETF-Other0.31%+0.01%+4.40%
22VBKVanguard Small-cap Grwth ETFETF-Other0.28%—+0.65%
23VBRVanguard Small-cap Value ETFETF-Other0.27%—+0.59%
24XLKSs Technology Select SectorETF-Tech0.25%-0.04%-3.27%
25VYMIVanguard Int High Dvd Yld InETF-Other0.24%—-1.09%
26BSVVanguard Short-term Bond ETFETF-Other0.19%—+3.07%
27USXFIshares Esg Advance Msci USAETF-Other0.19%-0.01%+0.92%
28EMBIshares Jp Morgan Usd EmergiETF-Other0.19%—+2.76%
29SUBIshares Short-term NationalETF-Other0.18%+0.01%+5.24%
30VTIVanguard Total Stock Mkt ETFETF-Other0.17%+0.01%+18.21%
31EAGGIshares Esg Aware US AggregaETF-Other0.14%—+0.21%
32SPIBSs Spdr P Int C CORP ETFETF-Other0.12%-0.01%+2.42%
33VUGVanguard Growth ETFETF-Other0.12%-0.03%-12.73%
34SCHDSchwab US Dvd Equity ETFETF-Other0.11%+0.02%+3.57%
35XLVSs Health Care Select SectorETF-Other0.08%-0.01%-0.42%
36VTVVanguard Value ETFETF-Other0.08%-0.02%-25.63%
37XLFSs Financial Select SectorETF-Other0.07%-0.01%+0.24%
38IEFAIshares Core Msci Eafe ETFETF-Other0.06%-0.02%-18.24%
39DMXFIshares Esg Advanc Msci EafeETF-Other0.06%—+1.34%
40XTIshar Fture Exp Tech Etf-usdETF-Tech0.06%—+1.51%
41XLYSs Consumer Disc Select SectETF-Other0.06%-0.01%-0.48%
42IXUSIshares Core Intl Stock ETFETF-Other0.06%+0.01%+25.46%
43SPLBSs Spdr P Long Term C ETFETF-Other0.06%—+2.61%
44CRBNIsh Low Car Opt Ms Ac Etf-usETF-Other0.06%—+5.97%
45XLCSs Comm Select Sector SpdrETF-Other0.06%—-1.01%
46PZAInvesco National Amt-free MuETF-Other0.06%—+4.36%
47XLISs Industrial Select SectorETF-Other0.05%—-2.10%
48SKYYFirst Trust Cloud ComputingETF-Other0.05%—+22.93%
49SPYXSs Spdr S&p 500 Foss Fl ETFETF-Large Cap & Growth0.05%—+6.00%
50EUSBIshr Esg Advn Universal Bd-$ETF-Other0.05%—+4.12%
1–50 of 75

Holding changes this quarter

Ally Invest Advisors Inc.'s most significant position changes for 2026-03-31: Sold out: Vanguard Total Bond Market (BND); Add: Ishares Core S&p 500 ETF (IVV) — shares +4.31%; Add: Vanguard Total Intl Bond ETF (BNDX) — shares +8.01%; Add: Ishares 7-10 Year Treasury B (IEF) — shares +7.17%; Add: Schwab US Large-cap Growth (SCHG) — shares +2.95%.

Position changes disclosed by Ally Invest Advisors Inc. for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1BNDXVanguard Total Intl Bond ETF+0.4%+8.01%Add
2IEFIshares 7-10 Year Treasury B+0.2%+7.17%Add
3VMBSVanguard Mortgage-backed Sec+0.2%+7.51%Add
4IJHIshares Core S&p Midcap ETF+0.2%+2.99%Add
5IGIBIshares 5-10y Inv Grade CORP+0.2%+8.34%Add
6IJRIshares Core S&p Small-cap E+0.2%+3.50%Add
7MUBIshares National Muni Bond E+0.1%+6.86%Add
8AGGIshares Core U.s. Aggregate0%+6.85%Add
9SCHVSchwab US Large-cap Value0%+1.27%Add
10SCHDSchwab US Dvd Equity ETF0%+3.57%Add
11ESGDIshares Trust Ishares Esg Aw0%+2.54%Add
12VOEVanguard Mid-cap Value ETF0%+0.88%Add
13VTIVanguard Total Stock Mkt ETF0%+18.21%Add
14ESMLIshares Esg Aware Msci USA S0%+1.39%Add
15VYMVanguard High Dvd Yield ETF0%+1.51%Add
16IXUSIshares Core Intl Stock ETF0%+25.46%Add
17IGSBIshares 1-5y Inv Grade CORP0%+4.40%Add
18SUBIshares Short-term National0%+5.24%Add
19IJKIshares S&p Mid-cap 400 Grow0%+19.57%Add
20ONEYSs Spdr R1000 Yield Foc ETF0%+4.11%Add
21XLESs Energy Select Sector0%-20.15%Trim
22ESGEIshares INC Ishares Esg Awar—+0.13%Add
23VBRVanguard Small-cap Value ETF—+0.59%Add
24VYMIVanguard Int High Dvd Yld In—-1.09%Trim
25VOVanguard Mid-cap ETF—-31.46%Trim
26BSVVanguard Short-term Bond ETF—+3.07%Add
27IEMGIshares Core Msci Emerging—-14.00%Trim
28XLCSs Comm Select Sector Spdr—-1.01%Trim
29DESWisdomtree US Smallcap Divid—+4.08%Add
30XLPSs Consumer Staples Sel Sect—+1.34%Add
31DEMWisdomtree Emerging Markets—+3.94%Add
32XARSs Spdr S&p Aerospace Def—-12.98%Trim
33VXUSVanguard Total Intl Stock—+3.50%Add
34XLFSs Financial Select Sector0%+0.24%Add
35USXFIshares Esg Advance Msci USA0%+0.92%Add
36XLYSs Consumer Disc Select Sect0%-0.48%Trim
37XLVSs Health Care Select Sector0%-0.42%Trim
38BOTZGlobal X Robotics & Artifici0%+1.33%Add
39SPIBSs Spdr P Int C CORP ETF0%+2.42%Add
40VWOVanguard Ftse Emerging Marke0%+1.52%Add
41VTVVanguard Value ETF0%-25.63%Trim
42IEFAIshares Core Msci Eafe ETF0%-18.24%Trim
43VUGVanguard Growth ETF0%-12.73%Trim
44XLKSs Technology Select Sector0%-3.27%Trim
45VOTVanguard Mid-cap Growth ETF-0.1%+1.19%Add
46ESGUIshares Esg Aware Msci USA-0.1%+3.84%Add
47VEAVanguard Ftse Developed ETF-0.2%-1.03%Trim
48SCHGSchwab US Large-cap Growth-0.2%+2.95%Add
49IVVIshares Core S&p 500 ETF-0.7%+4.31%Add
50BNDVanguard Total Bond Market—EXITSold out

FAQ

What is Ally Invest Advisors Inc. and what type of investor is it?
Ally Invest Advisors Inc. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $1.5B, spread across 75 disclosed positions.
What are Ally Invest Advisors Inc.'s largest equity positions?
Based on the latest 13F filing, Ally Invest Advisors Inc.'s top holdings by market value are: 1. Ishares Core S&p 500 ETF (IVV) — $334.0M (22.5%) 2. Vanguard Ftse Developed ETF (VEA) — $292.0M (19.7%) 3. Vanguard Total Intl Bond ETF (BNDX) — $122.0M (8.2%) 4. Ishares 7-10 Year Treasury B (IEF) — $102.1M (6.9%) 5. Ishares Core S&p Midcap ETF (IJH) — $98.6M (6.6%)
What changes did Ally Invest Advisors Inc. make in its most recent portfolio filing?
In the latest reported quarter, Ally Invest Advisors Inc. made 50 notable position adjustments: 0 new positions were initiated, 36 existing holdings were added to, 13 positions were partially reduced, and 1 were completely exited. The largest of these moves: Sold out: Vanguard Total Bond Market (BND); Add: Ishares Core S&p 500 ETF (IVV) — shares +4.31%; Add: Vanguard Total Intl Bond ETF (BNDX) — shares +8.01%; Add: Ishares 7-10 Year Treasury B (IEF) — shares +7.17%; Add: Schwab US Large-cap Growth (SCHG) — shares +2.95%
What sectors does Ally Invest Advisors Inc. focus on?
Sector breakdown data is not yet available for Ally Invest Advisors Inc.. Check back after the next 13F processing cycle.