Ally Invest Advisors Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 14, 2025), Ally Invest Advisors Inc. reported 72 stock positions worth $1.2 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 22.6% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 19.6%) and Vanguard Total Intl Bond ETF (BNDX, 8.4%). Compared with Q4 2024, it opened 5 new positions, added to 37 and reduced 30. The biggest buy was iShares 7-10 Year Treasury B (IEF, shares +2%) and the biggest sale iShares ESG Aware MSCI USA (ESGU, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- CHARLOTTE, NC
- CIK
- 0001706013
- Portfolio Value
- $1.2B (Q1 2025)
- SEC Filing
- 0001706013-25-000004 ↗ filed May 14, 2025
Holdings Value
Holdings 72 stocks · $1.2B
| IVV iShares Core S&P 500 ETF | 22.58% | 469,212 | $263.6M | Add +0.5% |
| VEA Vanguard Ftse Developed ETF | 19.59% | 4,500,217 | $228.7M | Reduce -0.3% |
| BNDX Vanguard Total Intl Bond ETF | 8.42% | 2,014,015 | $98.3M | Add +3.4% |
| IEF iShares 7-10 Year Treasury B | 7.23% | 884,887 | $84.4M | Add +2.1% |
| IJH iShares Core S&P Midcap ETF | 6.34% | 1,268,301 | $74.0M | Add +1.5% |
| VWO Vanguard Ftse Emerging Marke | 5.15% | 1,329,276 | $60.2M | Add +1.5% |
| VMBS Vanguard Mortgage-Backed Sec | 4.79% | 1,206,860 | $55.9M | Add +2.0% |
| IGIB iShares 5-10Y Inv Grade Corp. | 4.26% | 946,208 | $49.7M | Add +2.0% |
| ESGU iShares ESG Aware MSCI USA | 3.41% | 326,447 | $39.8M | Reduce -0.7% |
| IJR iShares Core S&P Small-Cap E | 3.14% | 350,496 | $36.7M | Add +2.6% |
| ESGD iShares Trust iShares ESG Aw | 1.92% | 274,161 | $22.4M | Reduce -2.1% |
| SCHV Schwab US Large-Cap Value | 1.84% | 809,786 | $21.5M | Add +9.3% |
| MUB iShares National Muni Bond E | 1.80% | 199,796 | $21.1M | Add +2.6% |
| SCHG Schwab US Large-Cap Growth | 1.72% | 800,798 | $20.1M | Add +9.1% |
| AGG iShares Core U.S. Aggregate | 1.31% | 154,892 | $15.3M | Add +8.5% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.53% | 25,396 | $6.2M | Add +8.6% |
| ESGE iShares Inc. iShares ESG Awar | 0.52% | 175,287 | $6.1M | Reduce -1.2% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.51% | 37,323 | $6.0M | Add +10.8% |
| ESML iShares ESG Aware MSCI USA S | 0.44% | 133,240 | $5.1M | Add +1.6% |
| VYM Vanguard High DVD Yield ETF | 0.33% | 29,759 | $3.8M | Add +0.4% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.31% | 69,903 | $3.7M | Add +3.8% |
| XLK SS Technology Select Sector | 0.28% | 16,095 | $3.3M | Reduce -1.4% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.25% | 15,640 | $2.9M | Add +11.4% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.25% | 11,447 | $2.9M | Add +10.4% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.22% | 35,296 | $2.6M | Reduce -0.6% |
| BSV Vanguard Short-Term Bond ETF | 0.20% | 29,228 | $2.3M | Add +7.7% |
| USXF iShares ESG Advance MSCI USA | 0.19% | 46,354 | $2.2M | Add +11.8% |
| EMB iShares JP Morgan Usd Emergi | 0.18% | 23,782 | $2.2M | Add +4.9% |
| EAGG iShares ESG Aware US Aggrega | 0.17% | 41,551 | $2.0M | Reduce -3.3% |
| SUB iShares Short-Term National | 0.16% | 17,792 | $1.9M | Add +4.6% |
| SPIB SS SPDR P Int C Corp. ETF | 0.12% | 43,491 | $1.4M | Add +7.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.11% | 4,723 | $1.3M | Add +13.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.10% | 6,756 | $1.2M | Add +2.0% |
| XLF SS Financial Select Sector | 0.09% | 21,953 | $1.1M | Reduce -1.6% |
| SCHD Schwab US DVD Equity ETF | 0.09% | 38,281 | $1.1M | Reduce -4.4% |
| XLV SS Health Care Select Sector | 0.09% | 7,214 | $1.1M | Reduce -5.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.07% | 2,238 | $830K | Add +31.2% |
| XLY SS Consumer Disc Select Sect | 0.07% | 4,172 | $824K | Reduce -2.0% |
| CRBN Ish Low Car Opt Ms Ac ETF-US | 0.07% | 3,989 | $763K | Add +23.4% |
| XLC SS Comm Select Sector SPDR | 0.06% | 7,800 | $752K | Reduce -2.8% |
| XT Ishar Fture Exp Tech ETF-Usd | 0.06% | 12,522 | $721K | Reduce -1.5% |
| DMXF iShares ESG Advanc MSCI Eafe | 0.06% | 10,685 | $720K | Add +13.5% |
| SPLB SS SPDR P Long Term C ETF | 0.06% | 31,536 | $712K | Add +8.0% |
| XLI SS Industrial Select Sector | 0.05% | 4,879 | $639K | Reduce -1.4% |
| SPYX SS SPDR S&P 500 Foss FL ETF | 0.05% | 13,366 | $611K | Add +22.7% |
| PZA Invesco National Amt-Free Mu | 0.05% | 26,013 | $599K | Add +5.9% |
| EUSB Ishr ESG Advn Universal BD-$ | 0.05% | 12,997 | $563K | Add +12.8% |
| SUSB iShares ESG Aware 1-5 Year U | 0.05% | 21,348 | $533K | Reduce -1.2% |
| BOTZ Global X Robotics & Artifici | 0.04% | 18,018 | $513K | Reduce -1.4% |
| IEFA iShares Core MSCI Eafe ETF | 0.04% | 6,728 | $509K | Add +2.8% |
| SKYY First Trust Cloud Computing | 0.04% | 4,871 | $498K | Reduce -2.4% |
| XLP SS Consumer Staples Sel Sect | 0.04% | 6,090 | $497K | Reduce -1.8% |
| BND Vanguard Total Bond Market | 0.04% | 6,452 | $474K | Reduce -22.0% |
| IEMG iShares Core MSCI Emerging | 0.04% | 8,068 | $435K | Add +48.1% |
| VXUS Vanguard Total Intl Stock | 0.03% | 6,052 | $376K | Reduce -5.0% |
| EMXF iShares ESG Adv MSCI Em ETF | 0.03% | 9,629 | $368K | Add +14.9% |
| XLE SS Energy Select Sector | 0.03% | 3,755 | $351K | Reduce -1.9% |
| LCTU iShares U.S. Carbon Transiti | 0.03% | 4,932 | $299K | Reduce -24.8% |
| IXUS iShares Core Intl Stock ETF | 0.02% | 4,086 | $285K | New |
| XAR SS SPDR S&P Aerospace Def | 0.02% | 1,753 | $282K | Reduce -3.3% |
| CIBR First Trust Nasdaq Cybersecu | 0.02% | 4,417 | $278K | Reduce -4.4% |
| ONEY SS SPDR R1000 Yield Foc ETF | 0.02% | 2,496 | $273K | Reduce -4.2% |
| XLRE SS Real Estate Select Sector | 0.02% | 5,949 | $249K | Reduce -1.1% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.02% | 3,126 | $247K | Reduce -1.3% |
| DEM Wisdomtree Emerging Markets | 0.02% | 5,828 | $245K | Reduce -4.4% |
| XLB SS Materials Select Sector | 0.02% | 2,812 | $242K | Reduce -1.5% |
| JMSI JPM Sus Municipal Income filed as J P MORGAN EXCHANGE TRADED F | 0.02% | 4,841 | $241K | New |
| DES Wisdomtree US Smallcap Divid | 0.02% | 7,484 | $239K | Reduce -3.1% |
| ESGV Vanguard ESG US Stock ETF | 0.02% | 2,430 | $238K | New |
| IBB iShares Biotechnology ETF | 0.02% | 1,600 | $205K | Add +5.6% |
| BGRN iShares Usd Green Bond ETF | 0.02% | 4,267 | $202K | New |
| ICLN iShares Global Clean Energy | 0.01% | 10,927 | $125K | New |
Portfolio Sells Q4 2024 → Q1 2025
| ESGU iShares ESG Aware MSCI USA | Reduce -0.7% | 3.41% | −0.26 |
| XLK SS Technology Select Sector | Reduce -1.4% | 0.28% | −0.04 |
| XLY SS Consumer Disc Select Sect | Reduce -2.0% | 0.07% | −0.01 |
| BND Vanguard Total Bond Market | Reduce -22.0% | 0.04% | −0.01 |
| LCTU iShares U.S. Carbon Transiti | Reduce -24.8% | 0.03% | −0.01 |
| SKYY First Trust Cloud Computing | Reduce -2.4% | 0.04% | −0.01 |
| BOTZ Global X Robotics & Artifici | Reduce -1.4% | 0.04% | −0.01 |
| XT Ishar Fture Exp Tech ETF-Usd | Reduce -1.5% | 0.06% | −0.00 |
| EAGG iShares ESG Aware US Aggrega | Reduce -3.3% | 0.17% | −0.00 |
| SCHD Schwab US DVD Equity ETF | Reduce -4.4% | 0.09% | −0.00 |
| XLC SS Comm Select Sector SPDR | Reduce -2.8% | 0.06% | −0.00 |
| DES Wisdomtree US Smallcap Divid | Reduce -3.1% | 0.02% | −0.00 |
| XAR SS SPDR S&P Aerospace Def | Reduce -3.3% | 0.02% | −0.00 |
| XLI SS Industrial Select Sector | Reduce -1.4% | 0.05% | −0.00 |
| CIBR First Trust Nasdaq Cybersecu | Reduce -4.4% | 0.02% | −0.00 |
| ONEY SS SPDR R1000 Yield Foc ETF | Reduce -4.2% | 0.02% | −0.00 |
| XLV SS Health Care Select Sector | Reduce -5.5% | 0.09% | −0.00 |
| SUSB iShares ESG Aware 1-5 Year U | Reduce -1.2% | 0.05% | −0.00 |
| DEM Wisdomtree Emerging Markets | Reduce -4.4% | 0.02% | −0.00 |
| VXUS Vanguard Total Intl Stock | Reduce -5.0% | 0.03% | −0.00 |
| XLB SS Materials Select Sector | Reduce -1.5% | 0.02% | −0.00 |
| XLRE SS Real Estate Select Sector | Reduce -1.1% | 0.02% | +0.00 |
| XLF SS Financial Select Sector | Reduce -1.6% | 0.09% | +0.00 |
| XLP SS Consumer Staples Sel Sect | Reduce -1.8% | 0.04% | +0.00 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -1.3% | 0.02% | +0.00 |
| XLE SS Energy Select Sector | Reduce -1.9% | 0.03% | +0.00 |
| ESGE iShares Inc. iShares ESG Awar | Reduce -1.2% | 0.52% | +0.01 |
| VYMI Vanguard Int High DVD YLD Inc. | Reduce -0.6% | 0.22% | +0.01 |
| ESGD iShares Trust iShares ESG Aw | Reduce -2.1% | 1.92% | +0.07 |
| VEA Vanguard Ftse Developed ETF | Reduce -0.3% | 19.59% | +0.88 |
Portfolio Buys Q4 2024 → Q1 2025
| IEF iShares 7-10 Year Treasury B | Add +2.1% | 7.23% | +0.29 |
| SCHV Schwab US Large-Cap Value | Add +9.3% | 1.84% | +0.17 |
| VWO Vanguard Ftse Emerging Marke | Add +1.5% | 5.15% | +0.15 |
| BNDX Vanguard Total Intl Bond ETF | Add +3.4% | 8.42% | +0.14 |
| VMBS Vanguard Mortgage-Backed Sec | Add +2.0% | 4.79% | +0.14 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +2.0% | 4.26% | +0.12 |
| AGG iShares Core U.S. Aggregate | Add +8.5% | 1.31% | +0.11 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +10.8% | 0.51% | +0.04 |
| IXUS iShares Core Intl Stock ETF | New | 0.02% | +0.02 |
| JMSI JPM Sus Municipal Income | New | 0.02% | +0.02 |
| ESGV Vanguard ESG US Stock ETF | New | 0.02% | +0.02 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +8.6% | 0.53% | +0.02 |
| BGRN iShares Usd Green Bond ETF | New | 0.02% | +0.02 |
| BSV Vanguard Short-Term Bond ETF | Add +7.7% | 0.20% | +0.01 |
| IEMG iShares Core MSCI Emerging | Add +48.1% | 0.04% | +0.01 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +3.8% | 0.31% | +0.01 |
| CRBN Ish Low Car Opt Ms Ac ETF-US | Add +23.4% | 0.07% | +0.01 |
| ICLN iShares Global Clean Energy | New | 0.01% | +0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +31.2% | 0.07% | +0.01 |
| EMB iShares JP Morgan Usd Emergi | Add +4.9% | 0.18% | +0.01 |
| DMXF iShares ESG Advanc MSCI Eafe | Add +13.5% | 0.06% | +0.01 |
| SPIB SS SPDR P Int C Corp. ETF | Add +7.1% | 0.12% | +0.01 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +11.4% | 0.25% | +0.01 |
| SPYX SS SPDR S&P 500 Foss FL ETF | Add +22.7% | 0.05% | +0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +13.8% | 0.11% | +0.01 |
| USXF iShares ESG Advance MSCI USA | Add +11.8% | 0.19% | +0.01 |
| EUSB Ishr ESG Advn Universal BD-$ | Add +12.8% | 0.05% | +0.01 |
| SUB iShares Short-Term National | Add +4.6% | 0.16% | +0.01 |
| MUB iShares National Muni Bond E | Add +2.6% | 1.80% | +0.01 |
| SPLB SS SPDR P Long Term C ETF | Add +8.0% | 0.06% | +0.00 |
| EMXF iShares ESG Adv MSCI Em ETF | Add +14.9% | 0.03% | +0.00 |
| IEFA iShares Core MSCI Eafe ETF | Add +2.8% | 0.04% | +0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +2.0% | 0.10% | +0.00 |
| PZA Invesco National Amt-Free Mu | Add +5.9% | 0.05% | +0.00 |
| VYM Vanguard High DVD Yield ETF | Add +0.4% | 0.33% | +0.00 |
| IBB iShares Biotechnology ETF | Add +5.6% | 0.02% | +0.00 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +10.4% | 0.25% | −0.00 |
| ESML iShares ESG Aware MSCI USA S | Add +1.6% | 0.44% | −0.04 |
| SCHG Schwab US Large-Cap Growth | Add +9.1% | 1.72% | −0.06 |
| IJR iShares Core S&P Small-Cap E | Add +2.6% | 3.14% | −0.27 |
| IJH iShares Core S&P Midcap ETF | Add +1.5% | 6.34% | −0.41 |
| IVV iShares Core S&P 500 ETF | Add +0.5% | 22.58% | −1.24 |
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 |