Ally Invest Advisors Inc.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 13, 2024), Ally Invest Advisors Inc. reported 67 stock positions worth $1.1 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 23.4% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 19.4%) and Vanguard Total Intl Bond ETF (BNDX, 8.2%). Compared with Q2 2024, it opened 1 new position, added to 47 and reduced 19. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +16%) and the biggest sale iShares Core S&P Midcap ETF (IJH, shares −33%).
- Most Recent 13F
- Q2 2026
- Location
- CHARLOTTE, NC
- CIK
- 0001706013
- Portfolio Value
- $1.1B (Q3 2024)
- SEC Filing
- 0001706013-24-000008 ↗ filed Nov 13, 2024
Holdings Value
Holdings 67 stocks · $1.1B
| IVV iShares Core S&P 500 ETF | 23.43% | 458,257 | $264.3M | Add +16.1% |
| VEA Vanguard Ftse Developed ETF | 19.38% | 4,140,022 | $218.6M | Add +3.7% |
| BNDX Vanguard Total Intl Bond ETF | 8.25% | 1,850,554 | $93.0M | Add +4.3% |
| IEF iShares 7-10 Year Treasury B | 7.11% | 817,068 | $80.2M | Add +2.3% |
| IJH iShares Core S&P Midcap ETF | 6.71% | 1,214,930 | $75.7M | Reduce -33.1% |
| VWO Vanguard Ftse Emerging Marke | 5.26% | 1,241,213 | $59.4M | Add +3.9% |
| VMBS Vanguard Mortgage-Backed Sec | 4.71% | 1,126,204 | $53.2M | Add +3.1% |
| IGIB iShares 5-10Y Inv Grade Corp. | 4.24% | 889,366 | $47.8M | Add +2.8% |
| ESGU iShares ESG Aware MSCI USA | 3.65% | 325,968 | $41.1M | Add +0.8% |
| IJR iShares Core S&P Small-Cap E | 3.42% | 329,844 | $38.6M | Reduce -1.2% |
| ESGD iShares Trust iShares ESG Aw | 1.92% | 257,884 | $21.7M | Add +3.6% |
| MUB iShares National Muni Bond E | 1.77% | 183,342 | $19.9M | Add +4.8% |
| SCHV Schwab US Large-Cap Value | 1.60% | 224,509 | $18.0M | Add +1.4% |
| SCHG Schwab US Large-Cap Growth | 1.50% | 162,205 | $16.9M | Reduce -10.9% |
| AGG iShares Core U.S. Aggregate | 1.04% | 115,825 | $11.7M | Add +6.4% |
| ESGE iShares Inc. iShares ESG Awar | 0.54% | 168,230 | $6.1M | Add +3.6% |
| ESML iShares ESG Aware MSCI USA S | 0.47% | 128,063 | $5.4M | Add +20.3% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.44% | 20,451 | $5.0M | Add +125.1% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.43% | 28,949 | $4.9M | Add +118.1% |
| VYM Vanguard High DVD Yield ETF | 0.34% | 29,739 | $3.8M | Reduce -3.9% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.30% | 64,082 | $3.4M | Add +5.1% |
| XLK SS Technology Select Sector | 0.29% | 14,636 | $3.3M | Add +16.8% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.23% | 34,610 | $2.5M | Reduce -4.8% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.21% | 11,883 | $2.4M | Add +35.5% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.21% | 8,923 | $2.4M | Add +38.3% |
| USXF iShares ESG Advance MSCI USA | 0.18% | 40,600 | $2.0M | Add +9.1% |
| BSV Vanguard Short-Term Bond ETF | 0.17% | 23,901 | $1.9M | Add +7.8% |
| EMB iShares JP Morgan Usd Emergi | 0.16% | 19,007 | $1.8M | Add +5.5% |
| EAGG iShares ESG Aware US Aggrega | 0.16% | 36,592 | $1.8M | Add +4.5% |
| SUB iShares Short-Term National | 0.12% | 12,929 | $1.4M | Add +5.9% |
| SPIB SS SPDR P Int C Corp. ETF | 0.11% | 36,076 | $1.2M | Add +7.2% |
| SCHD Schwab US DVD Equity ETF | 0.10% | 13,928 | $1.2M | Reduce -15.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.10% | 3,963 | $1.1M | Reduce -10.8% |
| XLV SS Health Care Select Sector | 0.09% | 6,764 | $1.0M | Reduce -15.8% |
| XLF SS Financial Select Sector | 0.08% | 20,227 | $917K | Reduce -13.3% |
| XLY SS Consumer Disc Select Sect | 0.07% | 3,952 | $792K | Reduce -13.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.07% | 4,501 | $786K | Reduce -9.2% |
| XLC SS Comm Select Sector SPDR | 0.07% | 8,214 | $743K | Add +4.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.06% | 1,761 | $676K | Reduce -10.2% |
| XT Ishar Fture Exp Tech ETF-Usd | 0.06% | 10,558 | $643K | Add +11.5% |
| DMXF iShares ESG Advanc MSCI Eafe | 0.06% | 8,807 | $634K | Add +21.4% |
| CRBN Ish Low Car Opt Ms Ac ETF-US | 0.06% | 3,223 | $632K | Add +23.0% |
| SPLB SS SPDR P Long Term C ETF | 0.06% | 25,685 | $621K | Add +5.6% |
| XLI SS Industrial Select Sector | 0.05% | 4,414 | $598K | Reduce -25.1% |
| BND Vanguard Total Bond Market | 0.05% | 7,919 | $595K | Add +15.8% |
| SPYX SS SPDR S&P 500 Foss FL ETF | 0.05% | 10,898 | $515K | Add +21.0% |
| SKYY First Trust Cloud Computing | 0.04% | 4,917 | $503K | Add +8.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.04% | 6,420 | $501K | Add +1.6% |
| BOTZ Global X Robotics & Artifici | 0.04% | 15,328 | $493K | Add +9.0% |
| SUSB iShares ESG Aware 1-5 Year U | 0.04% | 18,733 | $471K | Add +8.7% |
| XLP SS Consumer Staples Sel Sect | 0.04% | 5,537 | $460K | Reduce -7.2% |
| EUSB Ishr ESG Advn Universal BD-$ | 0.04% | 10,325 | $457K | Add +21.8% |
| PZA Invesco National Amt-Free Mu | 0.04% | 18,693 | $451K | Add +7.7% |
| VXUS Vanguard Total Intl Stock | 0.04% | 6,508 | $421K | Reduce -16.1% |
| EMXF iShares ESG Adv MSCI Em ETF | 0.03% | 8,023 | $325K | Add +20.4% |
| IEMG iShares Core MSCI Emerging | 0.03% | 5,391 | $309K | Add +1.7% |
| LCTU iShares U.S. Carbon Transiti | 0.03% | 4,848 | $304K | Add +0.7% |
| ONEY SS SPDR R1000 Yield Foc ETF | 0.03% | 2,711 | $304K | Reduce -16.1% |
| XLE SS Energy Select Sector | 0.03% | 3,305 | $290K | Add +42.3% |
| DES Wisdomtree US Smallcap Divid | 0.02% | 8,091 | $279K | Reduce -16.0% |
| DEM Wisdomtree Emerging Markets | 0.02% | 6,179 | $272K | Reduce -15.8% |
| XAR SS SPDR S&P Aerospace Def | 0.02% | 1,651 | $260K | Add +15.4% |
| CIBR First Trust Nasdaq Cybersecu | 0.02% | 4,181 | $248K | Add +16.6% |
| XLB SS Materials Select Sector | 0.02% | 2,554 | $246K | Add +8.4% |
| XLRE SS Real Estate Select Sector | 0.02% | 5,465 | $244K | Add +1.7% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.02% | 2,908 | $235K | Reduce -9.2% |
| IBB iShares Biotechnology ETF | 0.02% | 1,439 | $210K | New |
Portfolio Sells Q2 2024 → Q3 2024
| IJH iShares Core S&P Midcap ETF | Reduce -33.1% | 6.71% | −3.51 |
| SCHG Schwab US Large-Cap Growth | Reduce -10.9% | 1.50% | −0.27 |
| XLV SS Health Care Select Sector | Reduce -15.8% | 0.09% | −0.02 |
| SCHD Schwab US DVD Equity ETF | Reduce -15.9% | 0.10% | −0.02 |
| XLI SS Industrial Select Sector | Reduce -25.1% | 0.05% | −0.02 |
| VYM Vanguard High DVD Yield ETF | Reduce -3.9% | 0.34% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -10.8% | 0.10% | −0.01 |
| VYMI Vanguard Int High DVD YLD Inc. | Reduce -4.8% | 0.23% | −0.01 |
| XLF SS Financial Select Sector | Reduce -13.3% | 0.08% | −0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -10.2% | 0.06% | −0.01 |
| XLY SS Consumer Disc Select Sect | Reduce -13.0% | 0.07% | −0.01 |
| VXUS Vanguard Total Intl Stock | Reduce -16.1% | 0.04% | −0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -9.2% | 0.07% | −0.01 |
| DEM Wisdomtree Emerging Markets | Reduce -15.8% | 0.02% | −0.01 |
| ONEY SS SPDR R1000 Yield Foc ETF | Reduce -16.1% | 0.03% | −0.01 |
| DES Wisdomtree US Smallcap Divid | Reduce -16.0% | 0.02% | −0.00 |
| XLP SS Consumer Staples Sel Sect | Reduce -7.2% | 0.04% | −0.00 |
| IJR iShares Core S&P Small-Cap E | Reduce -1.2% | 3.42% | −0.00 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -9.2% | 0.02% | −0.00 |
Portfolio Buys Q2 2024 → Q3 2024
| IVV iShares Core S&P 500 ETF | Add +16.1% | 23.43% | +2.67 |
| VEA Vanguard Ftse Developed ETF | Add +3.7% | 19.38% | +0.42 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +125.1% | 0.44% | +0.24 |
| VWO Vanguard Ftse Emerging Marke | Add +3.9% | 5.26% | +0.24 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +118.1% | 0.43% | +0.24 |
| ESML iShares ESG Aware MSCI USA S | Add +20.3% | 0.47% | +0.08 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +35.5% | 0.21% | +0.06 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +38.3% | 0.21% | +0.06 |
| ESGD iShares Trust iShares ESG Aw | Add +3.6% | 1.92% | +0.04 |
| AGG iShares Core U.S. Aggregate | Add +6.4% | 1.04% | +0.02 |
| SCHV Schwab US Large-Cap Value | Add +1.4% | 1.60% | +0.02 |
| XLK SS Technology Select Sector | Add +16.8% | 0.29% | +0.02 |
| ESGE iShares Inc. iShares ESG Awar | Add +3.6% | 0.54% | +0.02 |
| IBB iShares Biotechnology ETF | New | 0.02% | +0.02 |
| USXF iShares ESG Advance MSCI USA | Add +9.1% | 0.18% | +0.01 |
| CRBN Ish Low Car Opt Ms Ac ETF-US | Add +23.0% | 0.06% | +0.01 |
| DMXF iShares ESG Advanc MSCI Eafe | Add +21.4% | 0.06% | +0.01 |
| SPYX SS SPDR S&P 500 Foss FL ETF | Add +21.0% | 0.05% | +0.01 |
| EUSB Ishr ESG Advn Universal BD-$ | Add +21.8% | 0.04% | +0.01 |
| XLE SS Energy Select Sector | Add +42.3% | 0.03% | +0.01 |
| BND Vanguard Total Bond Market | Add +15.8% | 0.05% | +0.01 |
| EMXF iShares ESG Adv MSCI Em ETF | Add +20.4% | 0.03% | +0.01 |
| EMB iShares JP Morgan Usd Emergi | Add +5.5% | 0.16% | +0.00 |
| XAR SS SPDR S&P Aerospace Def | Add +15.4% | 0.02% | +0.00 |
| XT Ishar Fture Exp Tech ETF-Usd | Add +11.5% | 0.06% | +0.00 |
| BSV Vanguard Short-Term Bond ETF | Add +7.8% | 0.17% | +0.00 |
| SKYY First Trust Cloud Computing | Add +8.1% | 0.04% | +0.00 |
| CIBR First Trust Nasdaq Cybersecu | Add +16.6% | 0.02% | +0.00 |
| SPIB SS SPDR P Int C Corp. ETF | Add +7.2% | 0.11% | +0.00 |
| SPLB SS SPDR P Long Term C ETF | Add +5.6% | 0.06% | +0.00 |
| BOTZ Global X Robotics & Artifici | Add +9.0% | 0.04% | +0.00 |
| XLB SS Materials Select Sector | Add +8.4% | 0.02% | +0.00 |
| XLRE SS Real Estate Select Sector | Add +1.7% | 0.02% | +0.00 |
| SUSB iShares ESG Aware 1-5 Year U | Add +8.7% | 0.04% | +0.00 |
| XLC SS Comm Select Sector SPDR | Add +4.0% | 0.07% | +0.00 |
| EAGG iShares ESG Aware US Aggrega | Add +4.5% | 0.16% | +0.00 |
| PZA Invesco National Amt-Free Mu | Add +7.7% | 0.04% | +0.00 |
| IEFA iShares Core MSCI Eafe ETF | Add +1.6% | 0.04% | +0.00 |
| IEMG iShares Core MSCI Emerging | Add +1.7% | 0.03% | +0.00 |
| LCTU iShares U.S. Carbon Transiti | Add +0.7% | 0.03% | −0.00 |
| SUB iShares Short-Term National | Add +5.9% | 0.12% | −0.00 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +5.1% | 0.30% | −0.00 |
| MUB iShares National Muni Bond E | Add +4.8% | 1.77% | −0.03 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +2.8% | 4.24% | −0.03 |
| VMBS Vanguard Mortgage-Backed Sec | Add +3.1% | 4.71% | −0.05 |
| BNDX Vanguard Total Intl Bond ETF | Add +4.3% | 8.25% | −0.05 |
| ESGU iShares ESG Aware MSCI USA | Add +0.8% | 3.65% | −0.06 |
| IEF iShares 7-10 Year Treasury B | Add +2.3% | 7.11% | −0.08 |
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 |