AI

Ally Invest Advisors Inc.

13F
Ally Invest Advisors Inc.
Last update 2025-05-15 72 Stocks (5 new)
Value $1.17 Bil Turnover 2 %
Countries:
Top Holdings: IVV(22.58%)VEA(19.59%)BNDX(8.42%)IEF(7.23%)IJH(6.34%)
Summary Stock Picks Current Portfolio
Ally Invest Advisors Inc. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV
iShares Core S&P 500 ETF
469,212
263,649.8
+0.50%
22.580
+0.11%
0.050
+18.87%
+8.94%
642,209.1
 
VEA
Vanguard FTSE Developed Markets ETF
4,500,217
228,745.7
-0.32%
19.590
-0.06%
0.170
+14.16%
+23.88%
163,588.6
 
BNDX
Vanguard Total International Bond ETF
Vanguard Total International Bond ETF
2,014,015
98,323.8
+3.40%
8.420
+0.28%
0.160
+0.60%
+1.62%
66,172.7
 
IEF
iShares 7-10 Year Treasury Bond ETF
884,887
84,391.4
+2.13%
7.230
+0.15%
0.240
+1.32%
+4.35%
34,844.8
 
IJH
iShares Core S&P Mid-Cap ETF
1,268,301
74,005.1
+1.50%
6.340
+0.09%
0.080
+16.09%
+3.97%
98,717.1
 
VWO
Vanguard FTSE Emerging Markets ETF
1,329,276
60,162.7
+1.48%
5.150
+0.07%
0.080
+15.56%
+16.78%
86,562.3
 
VMBS
Vanguard Mortgage-Backed Securities ETF
Vanguard Mortgage-Backed Securities ETF
1,206,860
55,889.3
+1.96%
4.790
+0.09%
0.280
+1.78%
+3.58%
14,414.3
 
IGIB
iShares Intermediate Credit Bond ETF
iShares Intermediate Credit Bond ETF
946,208
49,694.6
+2.04%
4.260
+0.09%
0.340
+3.79%
+5.39%
15,555.7
 
ESGU
iShares MSCI USA ESG Optimized ETF
326,447
39,797.1
-0.67%
3.410
-0.02%
0.320
+18.96%
+7.99%
14,047.8
 
IJR
iShares Core S&P Small-Cap ETF
350,496
36,651.1
+2.62%
3.140
+0.08%
0.050
+17.04%
-0.26%
83,183.4
 

Ally Invest Advisors Inc.'s Historical Top Holdings Breakdowns

Ally Invest Advisors Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BNDX
Vanguard Total International Bond ETF
Vanguard Total International Bond ETF
2025-03-31
Add
Add
+0.28%
●
48.33 ($48.9) 49.5
$49.22
0.65%
Add 3.4%
2,014,015
66,171
SCHV
Schwab U.S. Large-Cap Value ETF
2025-03-31
Add
Add
+0.16%
●
25.77 ($26.84) 27.6
$28.40
5.81%
Add 9.28%
809,786
68,743
IEF
iShares 7-10 Year Treasury Bond ETF
2025-03-31
Add
Add
+0.15%
●
91.17 ($93.56) 95.39
$94.66
1.18%
Add 2.13%
884,887
18,427
SCHG
Schwab U.S. Large-Cap Growth ETF
2025-03-31
Add
Add
+0.14%
●
24.91 ($27.39) 29.02
$29.94
9.31%
Add 9.05%
800,798
66,488
IVV
iShares Core S&P 500 ETF
2025-03-31
Add
Add
+0.11%
●
554.06 ($590.51) 615.85
$637.33
7.93%
Add 0.5%
469,212
2,318
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
2025-03-31
Add
Add
+0.10%
●
95.85 ($97.76) 99.25
$98.35
0.60%
Add 8.53%
154,892
12,169
IJH
iShares Core S&P Mid-Cap ETF
2025-03-31
Add
Add
+0.09%
●
57.21 ($62.1) 65.8
$64.40
3.70%
Add 1.5%
1,268,301
18,760
VMBS
Vanguard Mortgage-Backed Securities ETF
Vanguard Mortgage-Backed Securities ETF
2025-03-31
Add
Add
+0.09%
●
44.68 ($45.73) 46.49
$45.95
0.48%
Add 1.96%
1,206,860
23,256
IGIB
iShares Intermediate Credit Bond ETF
iShares Intermediate Credit Bond ETF
2025-03-31
Add
Add
+0.09%
●
50.82 ($51.94) 52.7
$53.05
2.14%
Add 2.04%
946,208
18,933
IJR
iShares Core S&P Small-Cap ETF
2025-03-31
Add
Add
+0.08%
●
102.49 ($112.84) 119.96
$114.15
1.16%
Add 2.62%
350,496
8,948

Ally Invest Advisors Inc. Total Holding History ($B)

To

Ally Invest Advisors Inc.'s Asset Allocation

To

Ally Invest Advisors Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Ally Invest Advisors Inc.'s Hypothetical Growth since 2025-03-31

Ally Invest Advisors Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Ally Invest Advisors Inc.'s Holdings Heat Map

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Ally Invest Advisors Inc.'s Holdings Bubble Chart

Ally Invest Advisors Inc. News

  • 1

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