Ally Invest Advisors Inc.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 13, 2024), Ally Invest Advisors Inc. reported 66 stock positions worth $1.0 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 20.8% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 19.0%) and iShares Core S&P Midcap ETF (IJH, 10.2%). Compared with Q1 2024, it opened 6 new positions, added to 47 and reduced 13. The biggest buy was Schwab US Large-Cap Growth (SCHG, shares +9%) and the biggest sale Vanguard High DVD Yield ETF (VYM, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- CHARLOTTE, NC
- CIK
- 0001706013
- Portfolio Value
- $1.0B (Q2 2024)
- SEC Filing
- 0001706013-24-000006 ↗ filed Aug 13, 2024
Holdings Value
Holdings 66 stocks · $1.0B
| IVV iShares Core S&P 500 ETF | 20.76% | 394,715 | $216.0M | Reduce -0.6% |
| VEA Vanguard Ftse Developed ETF | 18.96% | 3,992,351 | $197.3M | Add +3.6% |
| IJH iShares Core S&P Midcap ETF | 10.22% | 1,816,490 | $106.3M | Add +1.9% |
| BNDX Vanguard Total Intl Bond ETF | 8.30% | 1,774,279 | $86.4M | Add +3.7% |
| IEF iShares 7-10 Year Treasury B | 7.19% | 798,443 | $74.8M | Add +2.9% |
| VWO Vanguard Ftse Emerging Marke | 5.03% | 1,194,890 | $52.3M | Add +3.1% |
| VMBS Vanguard Mortgage-Backed Sec | 4.76% | 1,091,835 | $49.6M | Add +3.5% |
| IGIB iShares 5-10Y Inv Grade Corp. | 4.26% | 865,462 | $44.4M | Add +2.6% |
| ESGU iShares ESG Aware MSCI USA | 3.71% | 323,255 | $38.6M | Add +2.6% |
| IJR iShares Core S&P Small-Cap E | 3.42% | 333,852 | $35.6M | Add +3.7% |
| ESGD iShares Trust iShares ESG Aw | 1.88% | 248,854 | $19.6M | Add +4.7% |
| MUB iShares National Muni Bond E | 1.79% | 174,940 | $18.6M | Add +2.5% |
| SCHG Schwab US Large-Cap Growth | 1.76% | 181,974 | $18.4M | Add +9.0% |
| SCHV Schwab US Large-Cap Value | 1.58% | 221,495 | $16.4M | Add +14.3% |
| AGG iShares Core U.S. Aggregate | 1.02% | 108,893 | $10.6M | Add +17.1% |
| ESGE iShares Inc. iShares ESG Awar | 0.52% | 162,399 | $5.4M | Add +5.0% |
| ESML iShares ESG Aware MSCI USA S | 0.39% | 106,438 | $4.1M | Add +5.0% |
| VYM Vanguard High DVD Yield ETF | 0.35% | 30,938 | $3.7M | Reduce -1.9% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.30% | 60,971 | $3.1M | Add +1.4% |
| XLK SS Technology Select Sector | 0.27% | 12,535 | $2.8M | Add +6.8% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.24% | 36,360 | $2.5M | Reduce -1.5% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.20% | 9,086 | $2.1M | Add +12.6% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.19% | 13,275 | $2.0M | Add +13.7% |
| USXF iShares ESG Advance MSCI USA | 0.17% | 37,227 | $1.7M | Reduce -3.0% |
| BSV Vanguard Short-Term Bond ETF | 0.16% | 22,165 | $1.7M | Add +18.0% |
| EAGG iShares ESG Aware US Aggrega | 0.16% | 35,017 | $1.6M | Add +11.6% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.16% | 6,452 | $1.6M | Add +13.5% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.15% | 8,772 | $1.6M | Add +13.3% |
| EMB iShares JP Morgan Usd Emergi | 0.15% | 18,010 | $1.6M | Add +13.8% |
| SCHD Schwab US DVD Equity ETF | 0.12% | 16,553 | $1.3M | Reduce -0.4% |
| SUB iShares Short-Term National | 0.12% | 12,209 | $1.3M | Add +13.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.11% | 4,441 | $1.2M | Reduce -4.3% |
| XLV SS Health Care Select Sector | 0.11% | 8,033 | $1.2M | Add +14.6% |
| SPIB SS SPDR P Int C Corp. ETF | 0.11% | 33,655 | $1.1M | Add +18.3% |
| XLF SS Financial Select Sector | 0.09% | 23,339 | $959K | Add +12.8% |
| XLY SS Consumer Disc Select Sect | 0.08% | 4,543 | $829K | Add +13.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.08% | 4,958 | $795K | Add +1.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.07% | 1,962 | $734K | Reduce -0.5% |
| XLI SS Industrial Select Sector | 0.07% | 5,894 | $718K | Add +12.6% |
| XLC SS Comm Select Sector SPDR | 0.07% | 7,894 | $676K | Add +11.2% |
| XT Ishar Fture Exp Tech ETF-Usd | 0.05% | 9,472 | $557K | Add +17.7% |
| SPLB SS SPDR P Long Term C ETF | 0.05% | 24,313 | $548K | Add +17.8% |
| BND Vanguard Total Bond Market | 0.05% | 6,839 | $493K | Add +8.3% |
| DMXF iShares ESG Advanc MSCI Eafe | 0.05% | 7,255 | $489K | Reduce -1.4% |
| CRBN Ish Low Car Opt Ms Ac ETF-US | 0.05% | 2,621 | $480K | Add +1.5% |
| VXUS Vanguard Total Intl Stock | 0.04% | 7,757 | $468K | Reduce -1.3% |
| IEFA iShares Core MSCI Eafe ETF | 0.04% | 6,321 | $459K | Add +1.8% |
| XLP SS Consumer Staples Sel Sect | 0.04% | 5,964 | $457K | Add +15.4% |
| SKYY First Trust Cloud Computing | 0.04% | 4,550 | $435K | Add +16.1% |
| BOTZ Global X Robotics & Artifici | 0.04% | 14,066 | $434K | Add +13.5% |
| SUSB iShares ESG Aware 1-5 Year U | 0.04% | 17,235 | $422K | Add +9.5% |
| PZA Invesco National Amt-Free Mu | 0.04% | 17,365 | $411K | Add +12.4% |
| SPYX SS SPDR S&P 500 Foss FL ETF | 0.04% | 9,008 | $402K | Add +1.4% |
| EUSB Ishr ESG Advn Universal BD-$ | 0.03% | 8,474 | $361K | Add +1.9% |
| ONEY SS SPDR R1000 Yield Foc ETF | 0.03% | 3,231 | $335K | Reduce -1.6% |
| DEM Wisdomtree Emerging Markets | 0.03% | 7,342 | $318K | Reduce -1.8% |
| DES Wisdomtree US Smallcap Divid | 0.03% | 9,636 | $300K | Reduce -0.7% |
| LCTU iShares U.S. Carbon Transiti | 0.03% | 4,815 | $286K | Add +28.4% |
| IEMG iShares Core MSCI Emerging | 0.03% | 5,302 | $284K | Add +10.2% |
| EMXF iShares ESG Adv MSCI Em ETF | 0.02% | 6,662 | $244K | Reduce -1.3% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.02% | 3,201 | $218K | New |
| XLE SS Energy Select Sector | 0.02% | 2,323 | $212K | New |
| XLB SS Materials Select Sector | 0.02% | 2,355 | $208K | New |
| XLRE SS Real Estate Select Sector | 0.02% | 5,372 | $206K | New |
| CIBR First Trust Nasdaq Cybersecu | 0.02% | 3,586 | $202K | New |
| XAR SS SPDR S&P Aerospace Def | 0.02% | 1,430 | $200K | New |
Portfolio Sells Q1 2024 → Q2 2024
| VYM Vanguard High DVD Yield ETF | Reduce -1.9% | 0.35% | −0.03 |
| VYMI Vanguard Int High DVD YLD Inc. | Reduce -1.5% | 0.24% | −0.01 |
| SCHD Schwab US DVD Equity ETF | Reduce -0.4% | 0.12% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -4.3% | 0.11% | −0.01 |
| USXF iShares ESG Advance MSCI USA | Reduce -3.0% | 0.17% | −0.01 |
| ONEY SS SPDR R1000 Yield Foc ETF | Reduce -1.6% | 0.03% | −0.00 |
| DMXF iShares ESG Advanc MSCI Eafe | Reduce -1.4% | 0.05% | −0.00 |
| DES Wisdomtree US Smallcap Divid | Reduce -0.7% | 0.03% | −0.00 |
| VXUS Vanguard Total Intl Stock | Reduce -1.3% | 0.04% | −0.00 |
| DEM Wisdomtree Emerging Markets | Reduce -1.8% | 0.03% | −0.00 |
| EMXF iShares ESG Adv MSCI Em ETF | Reduce -1.3% | 0.02% | −0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -0.5% | 0.07% | +0.00 |
| IVV iShares Core S&P 500 ETF | Reduce -0.6% | 20.76% | +0.05 |
Portfolio Buys Q1 2024 → Q2 2024
| SCHG Schwab US Large-Cap Growth | Add +9.0% | 1.76% | +0.23 |
| VWO Vanguard Ftse Emerging Marke | Add +3.1% | 5.03% | +0.22 |
| SCHV Schwab US Large-Cap Value | Add +14.3% | 1.58% | +0.12 |
| ESGU iShares ESG Aware MSCI USA | Add +2.6% | 3.71% | +0.11 |
| AGG iShares Core U.S. Aggregate | Add +17.1% | 1.02% | +0.11 |
| XLK SS Technology Select Sector | Add +6.8% | 0.27% | +0.03 |
| ESGE iShares Inc. iShares ESG Awar | Add +5.0% | 0.52% | +0.03 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | New | 0.02% | +0.02 |
| BSV Vanguard Short-Term Bond ETF | Add +18.0% | 0.16% | +0.02 |
| XLE SS Energy Select Sector | New | 0.02% | +0.02 |
| XLB SS Materials Select Sector | New | 0.02% | +0.02 |
| XLRE SS Real Estate Select Sector | New | 0.02% | +0.02 |
| CIBR First Trust Nasdaq Cybersecu | New | 0.02% | +0.02 |
| XAR SS SPDR S&P Aerospace Def | New | 0.02% | +0.02 |
| SPIB SS SPDR P Int C Corp. ETF | Add +18.3% | 0.11% | +0.01 |
| EMB iShares JP Morgan Usd Emergi | Add +13.8% | 0.15% | +0.01 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +12.6% | 0.20% | +0.01 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +13.7% | 0.19% | +0.01 |
| SUB iShares Short-Term National | Add +13.7% | 0.12% | +0.01 |
| EAGG iShares ESG Aware US Aggrega | Add +11.6% | 0.16% | +0.01 |
| XLV SS Health Care Select Sector | Add +14.6% | 0.11% | +0.01 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +13.5% | 0.16% | +0.01 |
| XLC SS Comm Select Sector SPDR | Add +11.2% | 0.07% | +0.01 |
| XLY SS Consumer Disc Select Sect | Add +13.7% | 0.08% | +0.01 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +13.3% | 0.15% | +0.01 |
| LCTU iShares U.S. Carbon Transiti | Add +28.4% | 0.03% | +0.01 |
| XT Ishar Fture Exp Tech ETF-Usd | Add +17.7% | 0.05% | +0.01 |
| XLF SS Financial Select Sector | Add +12.8% | 0.09% | +0.01 |
| SPLB SS SPDR P Long Term C ETF | Add +17.8% | 0.05% | +0.01 |
| XLP SS Consumer Staples Sel Sect | Add +15.4% | 0.04% | +0.00 |
| SKYY First Trust Cloud Computing | Add +16.1% | 0.04% | +0.00 |
| XLI SS Industrial Select Sector | Add +12.6% | 0.07% | +0.00 |
| PZA Invesco National Amt-Free Mu | Add +12.4% | 0.04% | +0.00 |
| BOTZ Global X Robotics & Artifici | Add +13.5% | 0.04% | +0.00 |
| IEMG iShares Core MSCI Emerging | Add +10.2% | 0.03% | +0.00 |
| SUSB iShares ESG Aware 1-5 Year U | Add +9.5% | 0.04% | +0.00 |
| BND Vanguard Total Bond Market | Add +8.3% | 0.05% | +0.00 |
| SPYX SS SPDR S&P 500 Foss FL ETF | Add +1.4% | 0.04% | +0.00 |
| CRBN Ish Low Car Opt Ms Ac ETF-US | Add +1.5% | 0.05% | +0.00 |
| EUSB Ishr ESG Advn Universal BD-$ | Add +1.9% | 0.03% | −0.00 |
| IEFA iShares Core MSCI Eafe ETF | Add +1.8% | 0.04% | −0.00 |
| ESGD iShares Trust iShares ESG Aw | Add +4.7% | 1.88% | −0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +1.6% | 0.08% | −0.00 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +1.4% | 0.30% | −0.01 |
| ESML iShares ESG Aware MSCI USA S | Add +5.0% | 0.39% | −0.01 |
| VMBS Vanguard Mortgage-Backed Sec | Add +3.5% | 4.76% | −0.01 |
| MUB iShares National Muni Bond E | Add +2.5% | 1.79% | −0.03 |
| BNDX Vanguard Total Intl Bond ETF | Add +3.7% | 8.30% | −0.05 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +2.6% | 4.26% | −0.06 |
| IEF iShares 7-10 Year Treasury B | Add +2.9% | 7.19% | −0.10 |
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 |