Ally Invest Advisors Inc.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 14, 2024), Ally Invest Advisors Inc. reported 60 stock positions worth $1.0 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 20.7% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 19.2%) and iShares Core S&P Midcap ETF (IJH, 10.7%). Compared with Q4 2023, it opened 2 new positions, sold out of 1, added to 47 and reduced 11. The biggest buy was a new position in iShares Inc. iShares ESG Awar (ESGE) and the biggest sale an exit from iShares.
- Most Recent 13F
- Q2 2026
- Location
- CHARLOTTE, NC
- CIK
- 0001706013
- Portfolio Value
- $1.0B (Q1 2024)
- SEC Filing
- 0001706013-24-000004 ↗ filed May 14, 2024
Holdings Value
Holdings 60 stocks · $1.0B
| IVV iShares Core S&P 500 ETF | 20.71% | 396,947 | $208.7M | Reduce -1.2% |
| VEA Vanguard Ftse Developed ETF | 19.19% | 3,853,542 | $193.3M | Add +2.9% |
| IJH iShares Core S&P Midcap ETF | 10.74% | 1,781,896 | $108.2M | Add +0.2% |
| BNDX Vanguard Total Intl Bond ETF | 8.35% | 1,710,260 | $84.1M | Add +3.6% |
| IEF iShares 7-10 Year Treasury B | 7.29% | 775,682 | $73.4M | Add +2.7% |
| VWO Vanguard Ftse Emerging Marke | 4.80% | 1,159,044 | $48.4M | Add +7.2% |
| VMBS Vanguard Mortgage-Backed Sec | 4.78% | 1,055,234 | $48.1M | Add +2.6% |
| IGIB iShares 5-10Y Inv Grade Corp. | 4.32% | 843,468 | $43.5M | Add +1.8% |
| ESGU iShares ESG Aware MSCI USA | 3.59% | 314,910 | $36.2M | Reduce -0.2% |
| IJR iShares Core S&P Small-Cap E | 3.53% | 321,831 | $35.6M | Add +2.7% |
| ESGD iShares Trust iShares ESG Aw | 1.89% | 237,802 | $19.0M | Add +2.0% |
| MUB iShares National Muni Bond E | 1.82% | 170,666 | $18.4M | Add +3.4% |
| SCHG Schwab US Large-Cap Growth | 1.54% | 167,013 | $15.5M | Add +14.8% |
| SCHV Schwab US Large-Cap Value | 1.46% | 193,838 | $14.7M | Add +19.2% |
| AGG iShares Core U.S. Aggregate | 0.90% | 92,979 | $9.1M | Add +16.7% |
| ESGE iShares Inc. iShares ESG Awar | 0.49% | 154,653 | $5.0M | New |
| ESML iShares ESG Aware MSCI USA S | 0.41% | 101,364 | $4.1M | Add +1.9% |
| VYM Vanguard High DVD Yield ETF | 0.38% | 31,544 | $3.8M | Reduce -8.5% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.31% | 60,112 | $3.1M | Reduce -2.5% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.25% | 36,918 | $2.5M | Reduce -7.9% |
| XLK SS Technology Select Sector | 0.24% | 11,739 | $2.4M | Add +22.0% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.19% | 8,069 | $1.9M | Add +17.7% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.18% | 11,673 | $1.8M | Add +20.0% |
| USXF iShares ESG Advance MSCI USA | 0.17% | 38,391 | $1.7M | Add +0.6% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.15% | 7,739 | $1.5M | Add +18.8% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.15% | 5,683 | $1.5M | Add +18.4% |
| EAGG iShares ESG Aware US Aggrega | 0.15% | 31,389 | $1.5M | Add +14.1% |
| BSV Vanguard Short-Term Bond ETF | 0.14% | 18,781 | $1.4M | Add +23.7% |
| EMB iShares JP Morgan Usd Emergi | 0.14% | 15,819 | $1.4M | Add +16.3% |
| SCHD Schwab US DVD Equity ETF | 0.13% | 16,626 | $1.3M | Reduce -13.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.12% | 4,640 | $1.2M | Reduce -15.5% |
| SUB iShares Short-Term National | 0.11% | 10,740 | $1.1M | Add +9.1% |
| XLV SS Health Care Select Sector | 0.10% | 7,012 | $1.0M | Add +26.1% |
| SPIB SS SPDR P Int C Corp. ETF | 0.09% | 28,462 | $930K | Add +24.5% |
| XLF SS Financial Select Sector | 0.09% | 20,699 | $872K | Add +28.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.08% | 4,881 | $795K | Add +9.8% |
| XLY SS Consumer Disc Select Sect | 0.07% | 3,996 | $735K | Add +27.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.07% | 1,972 | $679K | Add +0.4% |
| XLI SS Industrial Select Sector | 0.07% | 5,236 | $660K | Add +28.9% |
| XLC SS Comm Select Sector SPDR | 0.06% | 7,099 | $580K | Add +23.0% |
| DMXF iShares ESG Advanc MSCI Eafe | 0.05% | 7,359 | $501K | Add +6.3% |
| XT Ishar Fture Exp Tech ETF-Usd | 0.05% | 8,050 | $480K | Add +39.7% |
| SPLB SS SPDR P Long Term C ETF | 0.05% | 20,641 | $480K | Add +22.8% |
| VXUS Vanguard Total Intl Stock | 0.05% | 7,858 | $474K | Reduce -12.7% |
| CRBN Ish Low Car Opt Ms Ac ETF-US | 0.05% | 2,583 | $464K | Add +2.7% |
| IEFA iShares Core MSCI Eafe ETF | 0.05% | 6,207 | $461K | Add +22.8% |
| BND Vanguard Total Bond Market | 0.05% | 6,315 | $459K | Add +10.0% |
| XLP SS Consumer Staples Sel Sect | 0.04% | 5,166 | $394K | Add +34.0% |
| BOTZ Global X Robotics & Artifici | 0.04% | 12,395 | $394K | Add +34.0% |
| SUSB iShares ESG Aware 1-5 Year U | 0.04% | 15,744 | $385K | Add +18.5% |
| SPYX SS SPDR S&P 500 Foss FL ETF | 0.04% | 8,879 | $380K | Add +1.9% |
| SKYY First Trust Cloud Computing | 0.04% | 3,919 | $375K | Add +25.4% |
| PZA Invesco National Amt-Free Mu | 0.04% | 15,449 | $368K | Add +8.7% |
| ONEY SS SPDR R1000 Yield Foc ETF | 0.04% | 3,282 | $357K | Reduce -12.6% |
| EUSB Ishr ESG Advn Universal BD-$ | 0.04% | 8,312 | $356K | Add +43.6% |
| DES Wisdomtree US Smallcap Divid | 0.03% | 9,700 | $317K | Reduce -12.6% |
| DEM Wisdomtree Emerging Markets | 0.03% | 7,473 | $313K | Reduce -12.8% |
| IEMG iShares Core MSCI Emerging | 0.02% | 4,812 | $248K | Add +6.1% |
| EMXF iShares ESG Adv MSCI Em ETF | 0.02% | 6,749 | $240K | Add +18.1% |
| LCTU iShares U.S. Carbon Transiti | 0.02% | 3,751 | $215K | New |
Portfolio Sells Q4 2023 → Q1 2024
| ISHARES INC | Sold out | 0.00% | −0.49 |
| VYMI Vanguard Int High DVD YLD Inc. | Reduce -7.9% | 0.25% | −0.03 |
| VYM Vanguard High DVD Yield ETF | Reduce -8.5% | 0.38% | −0.03 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -2.5% | 0.31% | −0.03 |
| SCHD Schwab US DVD Equity ETF | Reduce -13.2% | 0.13% | −0.02 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -15.5% | 0.12% | −0.02 |
| VXUS Vanguard Total Intl Stock | Reduce -12.7% | 0.05% | −0.01 |
| DES Wisdomtree US Smallcap Divid | Reduce -12.6% | 0.03% | −0.01 |
| DEM Wisdomtree Emerging Markets | Reduce -12.8% | 0.03% | −0.01 |
| ONEY SS SPDR R1000 Yield Foc ETF | Reduce -12.6% | 0.04% | −0.00 |
| ESGU iShares ESG Aware MSCI USA | Reduce -0.2% | 3.59% | +0.07 |
| IVV iShares Core S&P 500 ETF | Reduce -1.2% | 20.71% | +0.27 |
Portfolio Buys Q4 2023 → Q1 2024
| ESGE iShares Inc. iShares ESG Awar | New | 0.49% | +0.49 |
| SCHG Schwab US Large-Cap Growth | Add +14.8% | 1.54% | +0.25 |
| SCHV Schwab US Large-Cap Value | Add +19.2% | 1.46% | +0.25 |
| IJH iShares Core S&P Midcap ETF | Add +0.2% | 10.74% | +0.24 |
| VEA Vanguard Ftse Developed ETF | Add +2.9% | 19.19% | +0.08 |
| VWO Vanguard Ftse Emerging Marke | Add +7.2% | 4.80% | +0.07 |
| AGG iShares Core U.S. Aggregate | Add +16.7% | 0.90% | +0.06 |
| XLK SS Technology Select Sector | Add +22.0% | 0.24% | +0.05 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +20.0% | 0.18% | +0.03 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +17.7% | 0.19% | +0.03 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +18.4% | 0.15% | +0.02 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +18.8% | 0.15% | +0.02 |
| XLF SS Financial Select Sector | Add +28.9% | 0.09% | +0.02 |
| XLV SS Health Care Select Sector | Add +26.1% | 0.10% | +0.02 |
| LCTU iShares U.S. Carbon Transiti | New | 0.02% | +0.02 |
| BSV Vanguard Short-Term Bond ETF | Add +23.7% | 0.14% | +0.02 |
| XLI SS Industrial Select Sector | Add +28.9% | 0.07% | +0.02 |
| XLY SS Consumer Disc Select Sect | Add +27.8% | 0.07% | +0.01 |
| XLC SS Comm Select Sector SPDR | Add +23.0% | 0.06% | +0.01 |
| SPIB SS SPDR P Int C Corp. ETF | Add +24.5% | 0.09% | +0.01 |
| EMB iShares JP Morgan Usd Emergi | Add +16.3% | 0.14% | +0.01 |
| BOTZ Global X Robotics & Artifici | Add +34.0% | 0.04% | +0.01 |
| XT Ishar Fture Exp Tech ETF-Usd | Add +39.7% | 0.05% | +0.01 |
| USXF iShares ESG Advance MSCI USA | Add +0.6% | 0.17% | +0.01 |
| XLP SS Consumer Staples Sel Sect | Add +34.0% | 0.04% | +0.01 |
| ESGD iShares Trust iShares ESG Aw | Add +2.0% | 1.89% | +0.01 |
| EUSB Ishr ESG Advn Universal BD-$ | Add +43.6% | 0.04% | +0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +9.8% | 0.08% | +0.01 |
| SKYY First Trust Cloud Computing | Add +25.4% | 0.04% | +0.01 |
| IEFA iShares Core MSCI Eafe ETF | Add +22.8% | 0.05% | +0.01 |
| EAGG iShares ESG Aware US Aggrega | Add +14.1% | 0.15% | +0.01 |
| SPLB SS SPDR P Long Term C ETF | Add +22.8% | 0.05% | +0.01 |
| SUSB iShares ESG Aware 1-5 Year U | Add +18.5% | 0.04% | +0.00 |
| DMXF iShares ESG Advanc MSCI Eafe | Add +6.3% | 0.05% | +0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +0.4% | 0.07% | +0.00 |
| ESML iShares ESG Aware MSCI USA S | Add +1.9% | 0.41% | +0.00 |
| EMXF iShares ESG Adv MSCI Em ETF | Add +18.1% | 0.02% | +0.00 |
| CRBN Ish Low Car Opt Ms Ac ETF-US | Add +2.7% | 0.05% | +0.00 |
| SPYX SS SPDR S&P 500 Foss FL ETF | Add +1.9% | 0.04% | +0.00 |
| SUB iShares Short-Term National | Add +9.1% | 0.11% | +0.00 |
| BND Vanguard Total Bond Market | Add +10.0% | 0.05% | +0.00 |
| IEMG iShares Core MSCI Emerging | Add +6.1% | 0.02% | +0.00 |
| PZA Invesco National Amt-Free Mu | Add +8.7% | 0.04% | −0.00 |
| MUB iShares National Muni Bond E | Add +3.4% | 1.82% | −0.08 |
| IJR iShares Core S&P Small-Cap E | Add +2.7% | 3.53% | −0.08 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +1.8% | 4.32% | −0.27 |
| VMBS Vanguard Mortgage-Backed Sec | Add +2.6% | 4.78% | −0.30 |
| BNDX Vanguard Total Intl Bond ETF | Add +3.6% | 8.35% | −0.33 |
| IEF iShares 7-10 Year Treasury B | Add +2.7% | 7.29% | −0.47 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 75 | $1.7B | IVV, VEA, BNDX, IJH, IEF |
| Q1 2026 | 75 | $1.5B | IVV, VEA, BNDX, IEF, IJH |
| Q4 2025 | 76 | $1.4B | IVV, VEA, BNDX, IEF, IJH |
| Q3 2025 | 77 | $1.4B | IVV, VEA, BNDX, IEF, IJH |
| Q2 2025 | 75 | $1.3B | IVV, VEA, BNDX, IEF, IJH |
| Q1 2025 | 72 | $1.2B | IVV, VEA, BNDX, IEF, IJH |
| Q4 2024 | 67 | $1.2B | IVV, VEA, BNDX, IEF, IJH |
| Q3 2024 | 67 | $1.1B | IVV, VEA, BNDX, IEF, IJH |
| Q2 2024 | 66 | $1.0B | IVV, VEA, IJH, BNDX, IEF |
| Q1 2024 | 60 | $1.0B | IVV, VEA, IJH, BNDX, IEF |