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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 $1.28 billion in total holdings as of June 30, 2025.
  • Ally Invest Advisors Inc. owns shares of 75 different stocks, but just 9 companies or ETFs make up 80% of its holdings.
  • Approximately 2.41% of the portfolio was purchased this quarter.
  • About 0.15% of the portfolio was sold this quarter.
  • This quarter, Ally Invest Advisors Inc. has purchased 72 new stocks and bought additional shares in 51 stocks.
  • Ally Invest Advisors Inc. sold shares of 20 stocks and completely divested from 1 stock this quarter.

Largest New Holdings this Quarter

464287705 - iShares S&P Mid-Cap 400 Value ETF
$473,254 Holding
464287606 - iShares S&P Mid-Cap 400 Growth ETF
$323,938 Holding
922908629 - Vanguard Mid-Cap ETF
$320,657 Holding
00162Q593 - ALPS Medical Breakthroughs ETF
$200,429 Holding

Largest Purchases this Quarter

iShares Core S&P 500 ETF
12,479 shares (about $7.75M)
iShares Core S&P Mid-Cap ETF
71,129 shares (about $4.41M)
iShares Core S&P Small-Cap ETF
28,477 shares (about $3.11M)
Vanguard Total International Bond ETF
49,296 shares (about $2.44M)
iShares 7-10 Year Treasury Bond ETF
12,940 shares (about $1.24M)

Largest Sales this Quarter

Vanguard FTSE Developed Markets ETF
9,501 shares (about $541.65K)
iShares ESG Aware MSCI EAFE ETF
5,054 shares (about $450.92K)
iShares ESG Aware U.S. Aggregate Bond ETF
2,573 shares (about $122.32K)
iShares MSCI ACWI Low Carbon Target ETF
570 shares (about $120.74K)
SPDR S&P Fossil Fuel Reserves Free ETF
1,969 shares (about $100.28K)

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
$299,081,761$7,748,206 2.7%481,69123.3%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$256,015,429$541,651 -0.2%4,490,71620.0%ETF
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$102,154,176$2,440,637 2.4%2,063,3118.0%ETF
iShares 7-10 Year Treasury Bond ETF stock logo
IEF
iShares 7-10 Year Treasury Bond ETF
$85,984,582$1,239,259 1.5%897,8276.7%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$83,071,174$4,411,406 5.6%1,339,4306.5%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$66,571,381$825,682 1.3%1,345,9705.2%ETF
Vanguard Mortgage-Backed Securities ETF stock logo
VMBS
Vanguard Mortgage-Backed Securities ETF
$57,160,513$1,234,908 2.2%1,233,5094.5%ETF
iShares 5-10 Year Investment Grade Corporate Bond ETF stock logo
IGIB
iShares 5-10 Year Investment Grade Corporate Bond ETF
$51,187,361$764,227 1.5%960,5494.0%Manufacturing
iShares ESG Aware MSCI USA ETF stock logo
ESGU
iShares ESG Aware MSCI USA ETF
$44,980,201$811,935 1.8%332,4483.5%Manufacturing
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$41,417,664$3,112,229 8.1%378,9733.2%ETF
iShares ESG Aware MSCI EAFE ETF stock logo
ESGD
iShares ESG Aware MSCI EAFE ETF
$24,009,702$450,917 -1.8%269,1071.9%Manufacturing
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$23,901,380$510,065 2.2%818,2601.9%ETF
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$23,300,511$893,741 4.0%842,0861.8%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$21,388,909$514,250 2.5%204,7181.7%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$16,207,812$842,507 5.5%163,3851.3%Finance
Vanguard Mid-Cap Growth ETF stock logo
VOT
Vanguard Mid-Cap Growth ETF
$7,170,588$51,759 -0.7%25,2140.6%ETF
iShares ESG Aware MSCI EM ETF stock logo
ESGE
iShares ESG Aware MSCI EM ETF
$6,789,936$75,989 -1.1%173,3470.5%Manufacturing
Vanguard Mid-Cap Value ETF stock logo
VOE
Vanguard Mid-Cap Value ETF
$6,127,100$11,019 -0.2%37,2560.5%ETF
iShares ESG Aware MSCI USA Small-Cap ETF stock logo
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
$5,815,152$308,401 5.6%140,7020.5%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$4,062,588$13,168 -0.3%16,0430.3%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$4,019,939$52,790 1.3%30,1550.3%ETF
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$3,868,918$180,860 4.9%73,3310.3%Manufacturing
Vanguard Small-Cap Growth ETF stock logo
VBK
Vanguard Small-Cap Growth ETF
$3,295,927$125,733 4.0%11,9010.3%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$3,174,547$124,611 4.1%16,2790.2%ETF
iShares ESG Advanced MSCI USA ETF stock logo
USXF
iShares ESG Advanced MSCI USA ETF
$2,924,693$424,809 17.0%54,2310.2%Manufacturing
Vanguard International High Dividend Yield ETF stock logo
VYMI
Vanguard International High Dividend Yield ETF
$2,781,842$45,662 -1.6%34,7260.2%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$2,365,768$65,556 2.9%30,0610.2%ETF
iShares J.P. Morgan USD Emerging Markets Bond ETF stock logo
EMB
iShares J.P. Morgan USD Emerging Markets Bond ETF
$2,324,330$121,612 5.5%25,0950.2%ETF
iShares Short-Term National Muni Bond ETF stock logo
SUB
iShares Short-Term National Muni Bond ETF
$2,033,492$141,535 7.5%19,1230.2%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$1,910,293$929,059 94.7%4,3570.1%ETF
iShares ESG Aware U.S. Aggregate Bond ETF stock logo
EAGG
iShares ESG Aware U.S. Aggregate Bond ETF
$1,853,019$122,321 -6.2%38,9780.1%ETF
SPDR Portfolio Intermediate Term Corporate Bond ETF stock logo
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
$1,556,217$95,803 6.6%46,3440.1%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$1,426,811$8,509 -0.6%4,6950.1%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$1,258,711$64,685 5.4%7,1220.1%ETF
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$1,171,617$21,943 1.9%22,3720.1%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$1,139,351$577,690 102.9%13,6480.1%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$993,448$21,028 2.2%7,3700.1%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$947,417$67,018 -6.6%35,7520.1%ETF
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$935,963$29,337 3.2%4,3070.1%Finance
iShares ESG Advanced MSCI EAFE ETF stock logo
DMXF
iShares ESG Advanced MSCI EAFE ETF
$925,162$129,752 16.3%12,4280.1%Manufacturing
Communication Services Select Sector SPDR Fund stock logo
XLC
Communication Services Select Sector SPDR Fund
$873,370$26,808 3.2%8,0470.1%ETF
iShares Exponential Technologies ETF stock logo
XT
iShares Exponential Technologies ETF
$857,047$39,998 4.9%13,1350.1%Manufacturing
SPDR Portfolio Long Term Corporate Bond ETF stock logo
SPLB
SPDR Portfolio Long Term Corporate Bond ETF
$755,995$44,237 6.2%33,4960.1%ETF
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$739,857$20,064 2.8%5,0150.1%ETF
iShares MSCI ACWI Low Carbon Target ETF stock logo
CRBN
iShares MSCI ACWI Low Carbon Target ETF
$724,214$120,738 -14.3%3,4190.1%ETF
iShares ESG Advanced Total USD Bond Market ETF stock logo
EUSB
iShares ESG Advanced Total USD Bond Market ETF
$683,802$117,799 20.8%15,7020.1%ETF
Invesco National AMT-Free Municipal Bond ETF stock logo
PZA
Invesco National AMT-Free Municipal Bond ETF
$646,691$64,259 11.0%28,8830.1%ETF
First Trust Cloud Computing ETF stock logo
SKYY
First Trust Cloud Computing ETF
$629,336$36,855 6.2%5,1740.0%Manufacturing
Global X Robotics & Artificial Intelligence ETF stock logo
BOTZ
Global X Robotics & Artificial Intelligence ETF
$623,691$35,393 6.0%19,1020.0%Manufacturing
SPDR S&P Fossil Fuel Reserves Free ETF stock logo
SPYX
SPDR S&P Fossil Fuel Reserves Free ETF
$580,427$100,277 -14.7%11,3970.0%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$560,218$75,880 15.7%9,3320.0%ETF
iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock logo
SUSB
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
$535,229$2,089 -0.4%21,2650.0%Manufacturing
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$504,820$11,740 2.4%6,2350.0%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$492,969$17,893 3.8%6,6950.0%ETF
EMXF
iShares ESG Advanced MSCI EM ETF
$479,121$66,284 16.1%11,1750.0%ETF
iShares S&P Mid-Cap 400 Value ETF stock logo
IJJ
iShares S&P Mid-Cap 400 Value ETF
$473,254$473,254 New Holding3,8300.0%ETF
Vanguard ESG U.S. Stock ETF stock logo
ESGV
Vanguard ESG U.S. Stock ETF
$451,070$184,638 69.3%4,1140.0%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$379,471$38,693 -9.3%5,4920.0%ETF
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$356,027$40,126 12.7%4,6050.0%Manufacturing
First Trust Nasdaq Cybersecurity ETF stock logo
CIBR
First Trust Nasdaq Cybersecurity ETF
$347,576$13,755 4.1%4,5990.0%Manufacturing
SPDR S&P Aerospace & Defense ETF stock logo
XAR
SPDR S&P Aerospace & Defense ETF
$342,203$27,638 -7.5%1,6220.0%ETF
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$335,045$16,621 5.2%3,9510.0%ETF
iShares S&P Mid-Cap 400 Growth ETF stock logo
IJK
iShares S&P Mid-Cap 400 Growth ETF
$323,938$323,938 New Holding3,5610.0%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$320,657$320,657 New Holding1,1460.0%ETF
BlackRock U.S. Carbon Transition Readiness ETF stock logo
LCTU
BlackRock U.S. Carbon Transition Readiness ETF
$311,385$20,382 -6.1%4,6290.0%ETF
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$262,379$7,105 2.8%3,2130.0%ETF
Materials Select Sector SPDR Fund stock logo
XLB
Materials Select Sector SPDR Fund
$256,590$9,659 3.9%2,9220.0%ETF
Real Estate Select Sector SPDR Fund stock logo
XLRE
Real Estate Select Sector SPDR Fund
$255,004$8,615 3.5%6,1570.0%ETF
J P MORGAN EXCHANGE TRADED F
$254,036$14,778 6.2%5,1400.0%SUSTAINABLE MUNI
SPDR Russell 1000 Yield Focus ETF stock logo
ONEY
SPDR Russell 1000 Yield Focus ETF
$250,388$19,810 -7.3%2,3130.0%ETF
iShares Biotechnology ETF stock logo
IBB
iShares Biotechnology ETF
$245,227$42,769 21.1%1,9380.0%Finance
WisdomTree Emerging Markets High Dividend Fund stock logo
DEM
WisdomTree Emerging Markets High Dividend Fund
$240,911$23,054 -8.7%5,3190.0%Finance
WisdomTree U.S. SmallCap Dividend Fund stock logo
DES
WisdomTree U.S. SmallCap Dividend Fund
$225,672$12,005 -5.1%7,1060.0%Finance
ALPS Medical Breakthroughs ETF stock logo
SBIO
ALPS Medical Breakthroughs ETF
$200,429$200,429 New Holding6,6650.0%ETF
iShares Global Clean Energy ETF stock logo
ICLN
iShares Global Clean Energy ETF
$135,529$7,722 -5.4%10,3380.0%ETF
iShares USD Green Bond ETF stock logo
BGRN
iShares USD Green Bond ETF
$0$202,074 -100.0%00.0%Manufacturing

Showing largest 100 holdings. View all holdings.
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