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Ally Invest Advisors Inc. Top Holdings and 13F Report (2025)

About Ally Invest Advisors Inc.

Investment Activity

  • Ally Invest Advisors Inc. has $1.17 billion in total holdings as of March 31, 2025.
  • Ally Invest Advisors Inc. owns shares of 72 different stocks, but just 9 companies or ETFs make up 80% of its holdings.
  • Approximately 1.82% of the portfolio was purchased this quarter.
  • About 0.19% of the portfolio was sold this quarter.
  • This quarter, Ally Invest Advisors Inc. has purchased 67 new stocks and bought additional shares in 37 stocks.
  • Ally Invest Advisors Inc. sold shares of 30 stocks and completely divested from 0 stocks this quarter.

Largest New Holdings this Quarter

46654Q815 - J P MORGAN EXCHANGE TRADED F
$241,057 Holding
921910733 - Vanguard ESG U.S. Stock ETF
$238,045 Holding
46435U440 - iShares USD Green Bond ETF
$202,074 Holding
464288224 - iShares Global Clean Energy ETF
$124,784 Holding

Largest Purchases this Quarter

Vanguard Total International Bond ETF
66,171 shares (about $3.23M)
Schwab U.S. Large-Cap Value ETF
68,743 shares (about $1.83M)
iShares 7-10 Year Treasury Bond ETF
18,427 shares (about $1.76M)
Schwab U.S. Large-Cap Growth ETF
66,488 shares (about $1.66M)
iShares Core S&P 500 ETF
2,318 shares (about $1.30M)

Largest Sales this Quarter

Vanguard FTSE Developed Markets ETF
14,560 shares (about $740.08K)
iShares ESG Aware MSCI EAFE ETF
5,933 shares (about $484.66K)
iShares ESG Aware MSCI USA ETF
2,209 shares (about $269.30K)
Vanguard Total Bond Market ETF
1,820 shares (about $133.69K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofAlly Invest Advisors Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$263,649,811$1,302,482 0.5%469,21222.6%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$228,745,731$740,084 -0.3%4,500,21719.6%ETF
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$98,323,837$3,230,456 3.4%2,014,0158.4%ETF
iShares 7-10 Year Treasury Bond ETF stock logo
IEF
iShares 7-10 Year Treasury Bond ETF
$84,391,354$1,757,376 2.1%884,8877.2%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$74,005,073$1,094,642 1.5%1,268,3016.3%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$60,162,734$875,641 1.5%1,329,2765.2%ETF
Vanguard Mortgage-Backed Securities ETF stock logo
VMBS
Vanguard Mortgage-Backed Securities ETF
$55,889,354$1,076,979 2.0%1,206,8604.8%ETF
iShares 5-10 Year Investment Grade Corporate Bond ETF stock logo
IGIB
iShares 5-10 Year Investment Grade Corporate Bond ETF
$49,694,559$994,355 2.0%946,2084.3%Manufacturing
iShares ESG Aware MSCI USA ETF stock logo
ESGU
iShares ESG Aware MSCI USA ETF
$39,797,096$269,299 -0.7%326,4473.4%Manufacturing
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$36,651,070$935,685 2.6%350,4963.1%ETF
iShares ESG Aware MSCI EAFE ETF stock logo
ESGD
iShares ESG Aware MSCI EAFE ETF
$22,396,124$484,665 -2.1%274,1611.9%Manufacturing
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$21,524,116$1,827,189 9.3%809,7861.8%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$21,066,491$525,408 2.6%199,7961.8%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$20,051,977$1,664,859 9.1%800,7981.7%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$15,321,933$1,203,759 8.5%154,8921.3%Finance
Vanguard Mid-Cap Growth ETF stock logo
VOT
Vanguard Mid-Cap Growth ETF
$6,212,761$492,451 8.6%25,3960.5%ETF
iShares ESG Aware MSCI EM ETF stock logo
ESGE
iShares ESG Aware MSCI EM ETF
$6,126,231$71,752 -1.2%175,2870.5%Manufacturing
Vanguard Mid-Cap Value ETF stock logo
VOE
Vanguard Mid-Cap Value ETF
$5,991,890$586,137 10.8%37,3230.5%ETF
iShares ESG Aware MSCI USA Small-Cap ETF stock logo
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
$5,117,698$77,972 1.5%133,2400.4%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$3,837,746$16,378 0.4%29,7590.3%ETF
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$3,660,806$133,491 3.8%69,9030.3%Manufacturing
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$3,323,307$48,936 -1.5%16,0950.3%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$2,913,502$298,056 11.4%15,6400.2%ETF
Vanguard Small-Cap Growth ETF stock logo
VBK
Vanguard Small-Cap Growth ETF
$2,882,079$270,659 10.4%11,4470.2%ETF
Vanguard International High Dividend Yield ETF stock logo
VYMI
Vanguard International High Dividend Yield ETF
$2,600,969$15,917 -0.6%35,2960.2%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$2,287,961$164,231 7.7%29,2280.2%ETF
iShares ESG Advanced MSCI USA ETF stock logo
USXF
iShares ESG Advanced MSCI USA ETF
$2,163,343$227,936 11.8%46,3540.2%Manufacturing
iShares J.P. Morgan USD Emerging Markets Bond ETF stock logo
EMB
iShares J.P. Morgan USD Emerging Markets Bond ETF
$2,154,403$100,917 4.9%23,7820.2%ETF
iShares ESG Aware U.S. Aggregate Bond ETF stock logo
EAGG
iShares ESG Aware U.S. Aggregate Bond ETF
$1,972,819$67,896 -3.3%41,5510.2%ETF
iShares Short-Term National Muni Bond ETF stock logo
SUB
iShares Short-Term National Muni Bond ETF
$1,878,828$81,945 4.6%17,7920.2%ETF
SPDR Portfolio Intermediate Term Corporate Bond ETF stock logo
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
$1,445,643$95,698 7.1%43,4910.1%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$1,298,083$157,210 13.8%4,7230.1%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$1,166,956$22,455 2.0%6,7560.1%ETF
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$1,093,454$18,180 -1.6%21,9530.1%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$1,070,335$49,210 -4.4%38,2810.1%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$1,053,288$61,177 -5.5%7,2140.1%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$829,712$197,233 31.2%2,2380.1%ETF
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$823,873$17,180 -2.0%4,1720.1%Finance
iShares MSCI ACWI Low Carbon Target ETF stock logo
CRBN
iShares MSCI ACWI Low Carbon Target ETF
$762,613$144,340 23.3%3,9890.1%ETF
Communication Services Select Sector SPDR Fund stock logo
XLC
Communication Services Select Sector SPDR Fund
$752,352$21,413 -2.8%7,8000.1%ETF
iShares Exponential Technologies ETF stock logo
XT
iShares Exponential Technologies ETF
$720,794$11,052 -1.5%12,5220.1%Manufacturing
iShares ESG Advanced MSCI EAFE ETF stock logo
DMXF
iShares ESG Advanced MSCI EAFE ETF
$719,509$85,385 13.5%10,6850.1%Manufacturing
SPDR Portfolio Long Term Corporate Bond ETF stock logo
SPLB
SPDR Portfolio Long Term Corporate Bond ETF
$711,768$52,633 8.0%31,5360.1%ETF
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$639,432$8,781 -1.4%4,8790.1%ETF
SPDR S&P Fossil Fuel Reserves Free ETF stock logo
SPYX
SPDR S&P Fossil Fuel Reserves Free ETF
$611,476$113,274 22.7%13,3660.1%ETF
Invesco National AMT-Free Municipal Bond ETF stock logo
PZA
Invesco National AMT-Free Municipal Bond ETF
$599,336$33,454 5.9%26,0130.1%ETF
iShares ESG Advanced Total USD Bond Market ETF stock logo
EUSB
iShares ESG Advanced Total USD Bond Market ETF
$563,039$63,985 12.8%12,9970.0%ETF
iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock logo
SUSB
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
$533,496$6,248 -1.2%21,3480.0%Manufacturing
Global X Robotics & Artificial Intelligence ETF stock logo
BOTZ
Global X Robotics & Artificial Intelligence ETF
$512,803$7,001 -1.3%18,0180.0%Manufacturing
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$508,982$13,920 2.8%6,7280.0%ETF
First Trust Cloud Computing ETF stock logo
SKYY
First Trust Cloud Computing ETF
$497,992$12,473 -2.4%4,8710.0%Manufacturing
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$497,405$9,311 -1.8%6,0900.0%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$473,927$133,687 -22.0%6,4520.0%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$435,416$141,505 48.1%8,0680.0%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$375,823$19,810 -5.0%6,0520.0%ETF
EMXF
iShares ESG Advanced MSCI EM ETF
$368,195$47,645 14.9%9,6290.0%ETF
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$350,888$6,822 -1.9%3,7550.0%ETF
BlackRock U.S. Carbon Transition Readiness ETF stock logo
LCTU
BlackRock U.S. Carbon Transition Readiness ETF
$298,900$98,724 -24.8%4,9320.0%ETF
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$285,268$285,268 New Holding4,0860.0%Manufacturing
SPDR S&P Aerospace & Defense ETF stock logo
XAR
SPDR S&P Aerospace & Defense ETF
$281,659$9,480 -3.3%1,7530.0%ETF
First Trust Nasdaq Cybersecurity ETF stock logo
CIBR
First Trust Nasdaq Cybersecurity ETF
$278,301$12,790 -4.4%4,4170.0%Manufacturing
SPDR Russell 1000 Yield Focus ETF stock logo
ONEY
SPDR Russell 1000 Yield Focus ETF
$272,610$12,014 -4.2%2,4960.0%ETF
Real Estate Select Sector SPDR Fund stock logo
XLRE
Real Estate Select Sector SPDR Fund
$248,967$2,720 -1.1%5,9490.0%ETF
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$246,521$3,233 -1.3%3,1260.0%ETF
WisdomTree Emerging Markets High Dividend Fund stock logo
DEM
WisdomTree Emerging Markets High Dividend Fund
$245,237$11,235 -4.4%5,8280.0%Finance
Materials Select Sector SPDR Fund stock logo
XLB
Materials Select Sector SPDR Fund
$241,813$3,612 -1.5%2,8120.0%ETF
J P MORGAN EXCHANGE TRADED F
$241,057$241,057 New Holding4,8410.0%SUSTAINABLE MUNI
WisdomTree U.S. SmallCap Dividend Fund stock logo
DES
WisdomTree U.S. SmallCap Dividend Fund
$239,187$7,638 -3.1%7,4840.0%Finance
Vanguard ESG U.S. Stock ETF stock logo
ESGV
Vanguard ESG U.S. Stock ETF
$238,045$238,045 New Holding2,4300.0%ETF
iShares Biotechnology ETF stock logo
IBB
iShares Biotechnology ETF
$204,688$10,874 5.6%1,6000.0%Finance
iShares USD Green Bond ETF stock logo
BGRN
iShares USD Green Bond ETF
$202,074$202,074 New Holding4,2670.0%Manufacturing
iShares Global Clean Energy ETF stock logo
ICLN
iShares Global Clean Energy ETF
$124,784$124,784 New Holding10,9270.0%ETF

Showing largest 100 holdings. View all holdings.
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