Ally Invest Advisors Inc.
CIK 1706013 · View on SEC EDGAR ↗
- Portfolio value
- $1.7B
- Positions
- 75
- As of
- June 30, 2026
#1,728 of 9,443 by 13F value · top 18.3%
Portfolio value QoQ: +11.5% 13F does not disclose cash
- Top 10 holdings weight
- 84.29%
- Top 25 holdings weight
- 96.96%
- Positions above 1%
- 15
- Effective number of positions
- 8.5
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 0.14% Est. buys $30,592,775 · sells $2,162,667
Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 96.2% still held
- New positions
- 0
- Increased
- 54
- Decreased
- 21
- Closed
- 1
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Other/Unmapped
100.0%
Full portfolio 75 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| IVV | $384,481,247 | 23.22% | 513,402 | $50,471,168 | Up ×6 | ||
| VEA | $325,343,391 | 19.64% | 4,566,227 | $33,309,316 | Up ×1 | ||
| BNDX Vanguard Total International Bond ETF | $128,931,147 | 7.79% | 2,662,224 | $6,890,523 | Up ×6 | ||
| IJH | $113,181,176 | 6.83% | 1,467,792 | $14,574,597 | Up ×6 | ||
| IEF iShares 7-10 Year Treasury Bond ETF | $106,352,684 | 6.42% | 1,124,596 | $4,217,208 | Up ×6 | ||
| VWO | $85,333,591 | 5.15% | 1,429,618 | $8,716,022 | Up ×6 | ||
| VMBS Vanguard Mortgage-Backed Securities ETF | $71,179,921 | 4.30% | 1,520,621 | $2,997,647 | Up ×6 | ||
| IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | $62,811,086 | 3.79% | 1,181,331 | $2,699,470 | Up ×6 | ||
| IJR | $60,914,390 | 3.68% | 410,725 | $9,689,569 | Down ×1 | ||
| ESGU iShares ESG Aware MSCI USA ETF | $57,360,944 | 3.46% | 350,467 | $8,118,155 | Up ×5 | ||
| SCHV | $34,047,305 | 2.06% | 978,090 | $4,632,170 | Up ×6 | ||
| SCHG | $31,625,549 | 1.91% | 934,561 | $4,901,931 | Up ×2 | ||
| ESGD iShares ESG Aware MSCI EAFE ETF | $30,618,439 | 1.85% | 297,816 | $2,873,129 | Up ×4 | ||
| MUB | $27,597,058 | 1.67% | 256,431 | $1,388,828 | Up ×6 | ||
| AGG | $22,455,385 | 1.36% | 226,868 | $1,287,438 | Up ×6 | ||
| ESGE iShares ESG Aware MSCI EM ETF | $9,245,223 | 0.56% | 169,049 | $1,354,594 | Down ×1 | ||
| VOT | $9,069,264 | 0.55% | 29,609 | $1,662,545 | Up ×4 | ||
| VOE | $8,844,223 | 0.53% | 44,758 | $799,024 | Up ×4 | ||
| ESML | $8,068,165 | 0.49% | 144,256 | $1,268,863 | Down ×1 | ||
| VYM | $5,639,919 | 0.34% | 35,689 | $608,665 | Up ×6 | ||
| VBK | $5,027,267 | 0.30% | 13,747 | $928,376 | Up ×6 | ||
| IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $4,880,935 | 0.29% | 93,130 | $298,844 | Up ×6 | ||
| VBR | $4,671,827 | 0.28% | 19,226 | $589,936 | Up ×6 | ||
| XLK XLK | $4,235,038 | 0.26% | 22,229 | $455,583 | Down ×2 | ||
| VYMI Vanguard International High Dividend Yield ETF | $3,906,948 | 0.24% | 39,786 | $327,452 | Up ×1 | ||
| USXF iShares ESG Advanced MSCI USA ETF | $3,651,215 | 0.22% | 52,573 | $804,876 | Up ×2 | ||
| VTI | $3,173,337 | 0.19% | 8,576 | $614,050 | Up ×4 | ||
| BSV | $3,048,587 | 0.18% | 39,130 | $197,573 | Up ×6 | ||
| EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | $3,002,897 | 0.18% | 31,138 | $216,517 | Up ×6 | ||
| SUB | $2,797,120 | 0.17% | 26,271 | $191,448 | Up ×6 | ||
| EAGG | $2,144,826 | 0.13% | 45,240 | $30,916 | Up ×4 | ||
| SPIB | $1,985,455 | 0.12% | 59,338 | $139,283 | Up ×6 | ||
| VUG | $1,959,606 | 0.12% | 22,749 | $225,013 | Up ×1 | ||
| SCHD | $1,783,071 | 0.11% | 56,231 | $217,364 | Up ×4 | ||
| XLV XLV | $1,368,768 | 0.08% | 8,627 | $161,955 | Up ×1 | ||
| XLF XLF | $1,279,573 | 0.08% | 23,868 | $177,484 | Up ×2 | ||
| VTV | $1,266,997 | 0.08% | 5,814 | $109,518 | Down ×2 | ||
| DMXF iShares ESG Advanced MSCI EAFE ETF | $1,131,344 | 0.07% | 13,373 | $187,470 | Up ×2 | ||
| XT iShares Future Exponential Technologies ETF | $1,097,590 | 0.07% | 13,283 | $160,009 | Down ×1 | ||
| IXUS iShares Core MSCI Total International Stock ETF | $1,092,406 | 0.07% | 11,446 | $170,271 | Up ×5 | ||
| XLY XLY | $1,009,476 | 0.06% | 8,607 | $86,495 | Up ×1 | ||
| IEFA | $1,004,141 | 0.06% | 10,397 | $44,670 | Down ×4 | ||
| SPLB | $997,839 | 0.06% | 44,547 | $94,430 | Up ×6 | ||
| CRBN | $991,199 | 0.06% | 3,918 | $113,682 | Down ×1 | ||
| PZA | $925,725 | 0.06% | 39,359 | $75,177 | Up ×6 | ||
| XLI XLI | $863,505 | 0.05% | 4,662 | $77,851 | Down ×3 | ||
| XLC XLC | $837,508 | 0.05% | 7,818 | $-21,878 | Up ×1 | ||
| SPYX | $793,533 | 0.05% | 12,987 | $99,731 | Down ×1 | ||
| BOTZ Global X Robotics & Artificial Intelligence ETF | $742,126 | 0.04% | 19,561 | $78,594 | Down ×1 | ||
| SKYY First Trust Cloud Computing ETF | $736,325 | 0.04% | 5,472 | $21,708 | Down ×1 | ||
| EUSB | $720,556 | 0.04% | 16,584 | $40,693 | Up ×2 | ||
| VXUS Vanguard Total International Stock ETF | $656,238 | 0.04% | 7,676 | $111,227 | Up ×4 | ||
| EMXF iShares ESG Advanced MSCI EM ETF | $608,281 | 0.04% | 10,498 | $115,143 | Up ×1 | ||
| SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF | $599,134 | 0.04% | 23,975 | $21,659 | Up ×4 | ||
| XLP XLP | $585,989 | 0.04% | 7,054 | $13,635 | Up ×5 | ||
| IEMG | $585,169 | 0.04% | 7,064 | $46,499 | Down ×4 | ||
| ESGV | $499,451 | 0.03% | 3,777 | $57,159 | Down ×1 | ||
| IJK | $486,486 | 0.03% | 4,140 | $67,856 | Down ×1 | ||
| IJJ | $485,876 | 0.03% | 3,289 | $51,868 | Up ×1 | ||
| ONEY | $451,568 | 0.03% | 3,525 | $70,976 | Up ×4 | ||
| DES | $439,637 | 0.03% | 10,807 | $88,824 | Up ×4 | ||
| DEM | $427,178 | 0.03% | 7,942 | $69,416 | Up ×4 | ||
| LCTU | $404,308 | 0.02% | 5,044 | $58,617 | Up ×2 | ||
| CIBR First Trust NASDAQ Cybersecurity ETF | $398,466 | 0.02% | 4,435 | $78,941 | Down ×1 | ||
| XAR | $389,437 | 0.02% | 1,372 | $57,382 | Up ×1 | ||
| XLE XLE | $370,853 | 0.02% | 6,983 | $-22,904 | Up ×1 | ||
| JMSI | $311,945 | 0.02% | 6,184 | $27,142 | Up ×1 | ||
| IBB IBB | $298,724 | 0.02% | 1,571 | $16,601 | Down ×3 | ||
| VGT | $298,449 | 0.02% | 2,497 | $69,278 | Up ×2 | ||
| XLU XLU | $290,552 | 0.02% | 6,408 | $904 | Up ×1 | ||
| XLB XLB | $289,454 | 0.02% | 5,695 | $-5,405 | Down ×2 | ||
| XLRE XLRE | $288,415 | 0.02% | 6,550 | $16,920 | Down ×1 | ||
| VO | $275,973 | 0.02% | 3,425 | $34,434 | Up ×1 | ||
| SBIO | $231,522 | 0.01% | 3,581 | $10,457 | Down ×4 | ||
| IDNA | $231,241 | 0.01% | 6,852 | $16,978 | Down ×3 | ||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| IVV | $384,481,247 | 23.22% | up ×6 |
| BNDX | $128,931,147 | 7.79% | up ×6 |
| IJH | $113,181,176 | 6.83% | up ×6 |
| IEF | $106,352,684 | 6.42% | up ×6 |
| VWO | $85,333,591 | 5.15% | up ×6 |
| VMBS | $71,179,921 | 4.30% | up ×6 |
| IGIB | $62,811,086 | 3.79% | up ×6 |
| ESGU | $57,360,944 | 3.46% | up ×5 |
| SCHV | $34,047,305 | 2.06% | up ×6 |
| ESGD | $30,618,439 | 1.85% | up ×4 |
| MUB | $27,597,058 | 1.67% | up ×6 |
| AGG | $22,455,385 | 1.36% | up ×6 |
| VOT | $9,069,264 | 0.55% | up ×4 |
| VOE | $8,844,223 | 0.53% | up ×4 |
| VYM | $5,639,919 | 0.34% | up ×6 |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| IVV | Bought more | +2K | +$50.5M |
| VEA | Bought more | +9K | +$33.3M |
| IJH | Bought more | +8K | +$14.6M |
| IJR | Trimmed | -1K | +$9.7M |
| VWO | Bought more | +12K | +$8.7M |
| ESGU | Bought more | +2K | +$8.1M |
| BNDX | Bought more | +122K | +$6.9M |
| SCHG | Bought more | +17K | +$4.9M |
| SCHV | Bought more | +14K | +$4.6M |
| IEF | Bought more | +54K | +$4.2M |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.