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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 $1.15 billion in total holdings as of December 31, 2024.
  • Ally Invest Advisors Inc. owns shares of 67 different stocks, but just 9 companies or ETFs make up 80% of its holdings.
  • Approximately 7.46% of the portfolio was purchased this quarter.
  • About 0.01% of the portfolio was sold this quarter.
  • This quarter, Ally Invest Advisors Inc. has purchased 67 new stocks and bought additional shares in 59 stocks.
  • Ally Invest Advisors Inc. sold shares of 8 stocks and completely divested from 0 stocks this quarter.

Largest Purchases this Quarter

Vanguard FTSE Developed Markets ETF
374,755 shares (about $17.92M)
Schwab U.S. Large-Cap Growth ETF
572,105 shares (about $15.94M)
Schwab U.S. Large-Cap Value ETF
516,534 shares (about $13.47M)
iShares Core S&P 500 ETF
8,637 shares (about $5.08M)
Vanguard Total International Bond ETF
97,290 shares (about $4.77M)

Largest Sales this Quarter

Vanguard Growth ETF
55 shares (about $22.57K)
Vanguard High Dividend Yield ETF
107 shares (about $13.65K)
WisdomTree U.S. SmallCap Dividend Fund
368 shares (about $12.64K)
SPDR Russell 1000 Yield Focus ETF
105 shares (about $11.43K)

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
$274,850,943$5,084,425 1.9%466,89423.8%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$215,896,342$17,920,760 9.1%4,514,77718.7%ETF
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$95,541,373$4,772,056 5.3%1,947,8448.3%ETF
iShares 7-10 Year Treasury Bond ETF stock logo
IEF
iShares 7-10 Year Treasury Bond ETF
$80,103,890$4,566,271 6.0%866,4606.9%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$77,858,633$2,156,604 2.8%1,249,5416.7%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$57,688,981$3,026,237 5.5%1,309,9295.0%ETF
Vanguard Mortgage-Backed Securities ETF stock logo
VMBS
Vanguard Mortgage-Backed Securities ETF
$53,664,285$2,602,500 5.1%1,183,6044.6%ETF
iShares 5-10 Year Investment Grade Corporate Bond ETF stock logo
IGIB
iShares 5-10 Year Investment Grade Corporate Bond ETF
$47,763,652$1,952,681 4.3%927,2754.1%Manufacturing
iShares ESG Aware MSCI USA ETF stock logo
ESGU
iShares ESG Aware MSCI USA ETF
$42,337,466$346,268 0.8%328,6563.7%Manufacturing
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$39,352,847$1,348,524 3.5%341,5483.4%ETF
iShares ESG Aware MSCI EAFE ETF stock logo
ESGD
iShares ESG Aware MSCI EAFE ETF
$21,326,345$1,691,068 8.6%280,0941.8%Manufacturing
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$20,757,269$1,222,232 6.3%194,8131.8%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$20,465,206$15,944,556 352.7%734,3101.8%ETF
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$19,318,982$13,466,035 230.1%741,0431.7%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$13,829,879$2,606,420 23.2%142,7231.2%Finance
Vanguard Mid-Cap Growth ETF stock logo
VOT
Vanguard Mid-Cap Growth ETF
$5,933,361$743,986 14.3%23,3830.5%ETF
iShares ESG Aware MSCI EM ETF stock logo
ESGE
iShares ESG Aware MSCI EM ETF
$5,921,330$304,180 5.4%177,3400.5%Manufacturing
iShares ESG Aware MSCI USA Small-Cap ETF stock logo
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
$5,517,332$132,330 2.5%131,2100.5%ETF
Vanguard Mid-Cap Value ETF stock logo
VOE
Vanguard Mid-Cap Value ETF
$5,447,141$764,043 16.3%33,6720.5%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$3,797,571$394,360 11.6%16,3320.3%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$3,780,713$13,652 -0.4%29,6320.3%ETF
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$3,482,190$169,162 5.1%67,3540.3%Manufacturing
Vanguard Small-Cap Growth ETF stock logo
VBK
Vanguard Small-Cap Growth ETF
$2,904,913$405,825 16.2%10,3720.3%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$2,782,396$427,466 18.2%14,0400.2%ETF
Vanguard International High Dividend Yield ETF stock logo
VYMI
Vanguard International High Dividend Yield ETF
$2,410,513$61,227 2.6%35,5120.2%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$2,096,332$249,504 13.5%27,1300.2%ETF
iShares ESG Advanced MSCI USA ETF stock logo
USXF
iShares ESG Advanced MSCI USA ETF
$2,061,866$43,256 2.1%41,4700.2%Manufacturing
iShares J.P. Morgan USD Emerging Markets Bond ETF stock logo
EMB
iShares J.P. Morgan USD Emerging Markets Bond ETF
$2,018,376$325,978 19.3%22,6680.2%ETF
iShares ESG Aware U.S. Aggregate Bond ETF stock logo
EAGG
iShares ESG Aware U.S. Aggregate Bond ETF
$1,996,048$296,707 17.5%42,9810.2%ETF
iShares Short-Term National Muni Bond ETF stock logo
SUB
iShares Short-Term National Muni Bond ETF
$1,794,794$431,084 31.6%17,0160.2%ETF
SPDR Portfolio Intermediate Term Corporate Bond ETF stock logo
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
$1,330,435$148,598 12.6%40,6120.1%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$1,203,014$54,485 4.7%4,1510.1%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$1,121,812$359,772 47.2%6,6260.1%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$1,093,932$713,415 187.5%40,0410.1%ETF
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$1,078,623$101,057 10.3%22,3180.1%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$1,050,025$119,543 12.8%7,6330.1%ETF
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$955,503$68,875 7.8%4,2590.1%Finance
Communication Services Select Sector SPDR Fund stock logo
XLC
Communication Services Select Sector SPDR Fund
$776,643$18,588 -2.3%8,0220.1%ETF
iShares Exponential Technologies ETF stock logo
XT
iShares Exponential Technologies ETF
$758,541$128,631 20.4%12,7140.1%Manufacturing
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$700,148$22,572 -3.1%1,7060.1%ETF
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$651,643$70,092 12.1%4,9460.1%ETF
SPDR Portfolio Long Term Corporate Bond ETF stock logo
SPLB
SPDR Portfolio Long Term Corporate Bond ETF
$649,211$78,228 13.7%29,2040.1%ETF
iShares MSCI ACWI Low Carbon Target ETF stock logo
CRBN
iShares MSCI ACWI Low Carbon Target ETF
$626,064$2,129 0.3%3,2340.1%ETF
iShares ESG Advanced MSCI EAFE ETF stock logo
DMXF
iShares ESG Advanced MSCI EAFE ETF
$608,503$39,417 6.9%9,4170.1%Manufacturing
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$594,851$25,385 4.5%8,2720.1%ETF
First Trust Cloud Computing ETF stock logo
SKYY
First Trust Cloud Computing ETF
$594,757$9,053 1.5%4,9930.1%Manufacturing
Global X Robotics & Artificial Intelligence Thematic ETF stock logo
BOTZ
Global X Robotics & Artificial Intelligence Thematic ETF
$583,535$93,805 19.2%18,2640.1%Manufacturing
Invesco National AMT-Free Municipal Bond ETF stock logo
PZA
Invesco National AMT-Free Municipal Bond ETF
$579,894$138,546 31.4%24,5610.1%ETF
iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock logo
SUSB
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
$533,479$70,767 15.3%21,5980.0%Manufacturing
SPDR S&P Fossil Fuel Reserves Free ETF stock logo
SPYX
SPDR S&P Fossil Fuel Reserves Free ETF
$524,369$385 -0.1%10,8900.0%ETF
iShares ESG Advanced Total USD Bond Market ETF stock logo
EUSB
iShares ESG Advanced Total USD Bond Market ETF
$489,370$50,764 11.6%11,5200.0%ETF
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$487,663$52,429 12.0%6,2040.0%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$459,902$8,715 1.9%6,5440.0%ETF
BlackRock U.S. Carbon Transition Readiness ETF stock logo
LCTU
BlackRock U.S. Carbon Transition Readiness ETF
$420,256$109,724 35.3%6,5610.0%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$375,417$8,073 -2.1%6,3710.0%ETF
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$327,913$44,801 15.8%3,8280.0%ETF
EMXF
iShares ESG Advanced MSCI EM ETF
$312,426$13,417 4.5%8,3830.0%ETF
SPDR S&P Aerospace & Defense ETF stock logo
XAR
SPDR S&P Aerospace & Defense ETF
$300,538$26,703 9.8%1,8120.0%ETF
First Trust Nasdaq Cybersecurity ETF stock logo
CIBR
First Trust Nasdaq Cybersecurity ETF
$293,159$27,856 10.5%4,6200.0%Manufacturing
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$284,384$2,872 1.0%5,4460.0%ETF
SPDR Russell 1000 Yield Focus ETF stock logo
ONEY
SPDR Russell 1000 Yield Focus ETF
$283,659$11,429 -3.9%2,6060.0%ETF
WisdomTree U.S. SmallCap Dividend Fund stock logo
DES
WisdomTree U.S. SmallCap Dividend Fund
$265,286$12,641 -4.5%7,7230.0%Finance
WisdomTree Emerging Markets High Dividend Fund stock logo
DEM
WisdomTree Emerging Markets High Dividend Fund
$246,799$3,401 -1.4%6,0950.0%Finance
Real Estate Select Sector SPDR Fund stock logo
XLRE
Real Estate Select Sector SPDR Fund
$244,586$22,328 10.0%6,0140.0%ETF
Materials Select Sector SPDR Fund stock logo
XLB
Materials Select Sector SPDR Fund
$240,118$25,240 11.7%2,8540.0%ETF
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$239,740$19,606 8.9%3,1670.0%ETF
iShares Biotechnology ETF stock logo
IBB
iShares Biotechnology ETF
$200,346$10,050 5.3%1,5150.0%Finance

Showing largest 100 holdings. View all holdings.
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