Ally Invest Advisors Inc. recently filed their 13F report for the first quarter of 2022, which ended on 2022-03-31.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
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As of the latest 13F report, the guru’s equity portfolio contained 16 stocks valued at a total of $865,000,000. The top holdings were IVV(22.13%), VEA(19.35%), and IJH(11.07%).
According to GuruFocus data, these were Ally Invest Advisors Inc.’s top five trades of the quarter.
Vanguard FTSE Developed Markets ETF
During the quarter, Ally Invest Advisors Inc. bought 206,446 shares of ARCA:VEA for a total holding of 3,486,391. The trade had a 1.15% impact on the equity portfolio. During the quarter, the stock traded for an average price of $48.59.
On 05/16/2022, Vanguard FTSE Developed Markets ETF traded for a price of $43.47 per share and a market cap of $97,230,504,000. The stock has returned -11.57% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Vanguard FTSE Developed Markets ETF has a price-earnings ratio of 13.76 and a price-book ratio of 1.63.
iShares Core S&P 500 ETF
During the quarter, Ally Invest Advisors Inc. bought 10,052 shares of ARCA:IVV for a total holding of 422,185. The trade had a 0.53% impact on the equity portfolio. During the quarter, the stock traded for an average price of $445.9.
On 05/16/2022, iShares Core S&P 500 ETF traded for a price of $402.72 per share and a market cap of $284,725,871,000. The stock has returned -0.74% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, iShares Core S&P 500 ETF has a price-earnings ratio of 21.63 and a price-book ratio of 4.15.
Vanguard FTSE Emerging Markets ETF
During the quarter, Ally Invest Advisors Inc. bought 56,035 shares of ARCA:VWO for a total holding of 858,633. The trade had a 0.3% impact on the equity portfolio. During the quarter, the stock traded for an average price of $47.99.
On 05/16/2022, Vanguard FTSE Emerging Markets ETF traded for a price of $41.415 per share and a market cap of $70,600,096,000. The stock has returned -16.35% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Vanguard FTSE Emerging Markets ETF has a price-earnings ratio of 12.42 and a price-book ratio of 1.82.
iShares Core S&P Mid-Cap ETF
During the quarter, Ally Invest Advisors Inc. bought 8,238 shares of ARCA:IJH for a total holding of 357,179. The trade had a 0.26% impact on the equity portfolio. During the quarter, the stock traded for an average price of $265.44.
On 05/16/2022, iShares Core S&P Mid-Cap ETF traded for a price of $242.3 per share and a market cap of $59,657,799,000. The stock has returned -8.05% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, iShares Core S&P Mid-Cap ETF has a price-earnings ratio of 15.30 and a price-book ratio of 2.41.
Vanguard Total International Bond ETF
During the quarter, Ally Invest Advisors Inc. bought 42,521 shares of NAS:BNDX for a total holding of 1,668,958. The trade had a 0.26% impact on the equity portfolio. During the quarter, the stock traded for an average price of $53.61.
On 05/16/2022, Vanguard Total International Bond ETF traded for a price of $50.84 per share and a market cap of $44,860,766,000. The stock has returned -6.97% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Vanguard Total International Bond ETF has a price-earnings ratio of 5.40 and a price-book ratio of 1.75.
Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
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