Latest Ally Invest Advisors Inc. Stock Portfolio
$1.49Billion– No. of Holdings #75
Ally Invest Advisors Inc. Performance:
2026 Q1: -0.81%YTD: -0.81%2025: 14.11%
Performance for 2026 Q1 is -0.81%, and YTD is -0.81%, and 2025 is 14.11%.
About Ally Invest Advisors Inc. and 13F Hedge Fund Stock Holdings
Ally Invest Advisors Inc. is a hedge fund based in Charlotte, NC. On 2026-05-12, the fund reported it's updated stock portfolio. In the 13F Holdings report, Ally Invest Advisors Inc. reported an equity portfolio of $1.5 Billions as of 31 Mar, 2026.
The top stock holdings of Ally Invest Advisors Inc. are IJR, VEA, BNDX. The fund has invested 22.5% of it's portfolio in ISHARES TR and 19.7% of portfolio in VANGUARD TAX MANAGED INTL.
The fund managers got completely rid off VANGUARD BD INDEX FDS (BIV) stocks. They significantly reduced their stock positions in VANGUARD INDEX FDS (VB), SELECT SECTOR SPDR TR (XLB) and ISHARES TR (IBCE). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IBCE), FIRST TR EXCHANGE TRADED FD (CARZ) and VANGUARD WORLD FD (VAW).
The top stock holdings of Ally Invest Advisors Inc. are IJR, VEA, BNDX. The fund has invested 22.5% of it's portfolio in ISHARES TR and 19.7% of portfolio in VANGUARD TAX MANAGED INTL.
The fund managers got completely rid off VANGUARD BD INDEX FDS (BIV) stocks. They significantly reduced their stock positions in VANGUARD INDEX FDS (VB), SELECT SECTOR SPDR TR (XLB) and ISHARES TR (IBCE). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IBCE), FIRST TR EXCHANGE TRADED FD (CARZ) and VANGUARD WORLD FD (VAW).
Ally Invest Advisors Inc. Equity Portfolio Value
Last Reported on: 12 May, 2026
Ally Invest Advisors Inc. Annual Return Estimates Vs S&P 500
Our best estimate is that Ally Invest Advisors Inc. made a return of -0.81% in the last quarter. In trailing 12 months, it's portfolio return was 13.72%.
- Performance
- S&P 500
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| ishares tr | 25.46 |
| first tr exchange traded fd | 22.93 |
| vanguard world fd | 20.59 |
| ishares tr | 19.57 |
| vanguard index fds | 18.21 |
| first tr exchange traded fd | 9.8 |
| ishares tr | 8.34 |
| vanguard charlotte fds | 8.01 |
Additions to existing portfolio by Ally Invest Advisors Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| vanguard index fds | -31.46 |
| vanguard index fds | -25.63 |
| select sector spdr tr | -20.15 |
| ishares tr | -18.24 |
| ishares inc | -14.00 |
| spdr ser tr | -12.98 |
| vanguard index fds | -12.73 |
| ishares tr | -11.25 |
Ally Invest Advisors Inc. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| vanguard bd index fds | -688,346 |
Ally Invest Advisors Inc. got rid off the above stocks
Sector Distribution
Ally Invest Advisors Inc. has about 100% of it's holdings in Others sector.
- Others
| Sector | % |
|---|---|
| Others | 100 |
Market Cap. Distribution
Ally Invest Advisors Inc. has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
| Category | % |
|---|---|
| UNALLOCATED | 100 |
Stocks belong to which Index?
About 0% of the stocks held by Ally Invest Advisors Inc. either belong to S&P 500 or RUSSELL 2000 index.
- Others
| Index | % |
|---|---|
| Others | 100 |
| Top 5 Winners (%) | % | |
|---|---|---|
| XLB | 33.3 % | |
| FNDA | 11.6 % | |
| BGRN | 10.3 % | |
| XLB | 10.1 % | |
| XLB | 7.5 % | |
| Top 5 Winners ($) | $ | |
|---|---|---|
| VEA | 7.4 M | |
| IJR | 2.2 M | |
| IJR | 1.7 M | |
| FNDA | 0.9 M | |
| VEU | 0.4 M | |
| Top 5 Losers (%) | % | |
|---|---|---|
| CARZ | -14.7 % | |
| CARZ | -11.8 % | |
| FNDA | -10.6 % | |
| XLB | -9.8 % | |
| VB | -9.8 % | |
| Top 5 Losers ($) | $ | |
|---|---|---|
| IJR | -15.9 M | |
| FNDA | -3.2 M | |
| AGT | -2.6 M | |
| IJR | -0.7 M | |
| AAXJ | -0.7 M | |
Ally Invest Advisors Inc. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Ally Invest Advisors Inc.
Ally Invest Advisors Inc. has 75 stocks in it's portfolio. About 84.4% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. VEA was the most profitable stock for Ally Invest Advisors Inc. last quarter.
Last Reported on: 12 May, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAXJ | ishares tr | 4.05 | 1,129,500 | 60,111,600 | added | 8.34 | ||
| AAXJ | ishares tr | 1.76 | 246,898 | 26,208,200 | added | 6.86 | ||
| AAXJ | ishares tr | 0.31 | 87,179 | 4,582,090 | added | 4.4 | ||
| AAXJ | ishares tr | 0.19 | 29,665 | 2,786,380 | added | 2.76 | ||
| AAXJ | ishares tr | 0.17 | 24,466 | 2,605,670 | added | 5.24 | ||
| ACES | alps etf tr | 0.01 | 4,224 | 221,065 | reduced | -5.48 | ||
| ACWF | ishares tr | 0.06 | 3,938 | 877,517 | added | 5.97 | ||
| ACWF | ishares tr | 0.06 | 13,758 | 937,581 | added | 1.51 | ||
| AGNG | global x fds | 0.04 | 19,974 | 663,532 | added | 1.33 | ||
| AGT | ishares tr | 3.31 | 348,203 | 49,242,800 | added | 3.84 | ||
| AGT | ishares tr | 1.87 | 290,163 | 27,745,300 | added | 2.54 | ||
| AGT | ishares tr | 0.04 | 23,039 | 577,475 | added | 0.61 | ||
| AGZD | wisdomtree tr | 0.02 | 9,761 | 350,813 | added | 4.08 | ||
| AGZD | wisdomtree tr | 0.02 | 7,200 | 357,762 | added | 3.94 | ||
| BECO | blackrock etf trust | 0.02 | 4,929 | 345,691 | added | 0.9 | ||
| BGRN | ishares tr | 0.46 | 144,606 | 6,799,300 | added | 1.39 | ||
| BGRN | ishares tr | 0.14 | 44,457 | 2,113,910 | added | 0.21 | ||
| BGRN | ishares tr | 0.01 | 7,376 | 214,263 | reduced | -11.25 | ||
| BIL | spdr ser tr | 0.12 | 55,044 | 1,846,170 | added | 2.42 | ||
| BIL | spdr ser tr | 0.06 | 40,658 | 903,409 | added | 2.61 | ||