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%
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. <br><br> 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. <br><br> 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
$1.49Billion
as of May 12, 2026Ally 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
No new stocks were added by Ally Invest Advisors Inc.
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 | select sector spdr tr | 33.3 % |
| FNDA | schwab strategic tr | 11.6 % |
| BGRN | ishares tr | 10.3 % |
| XLB | select sector spdr tr | 10.1 % |
| XLB | select sector spdr tr | 7.5 % |
| Top 5 Winners ($) | $ | |
|---|---|---|
| VEA | vanguard tax managed intl | 7.4 M |
| IJR | ishares tr | 2.2 M |
| IJR | ishares tr | 1.7 M |
| FNDA | schwab strategic tr | 0.9 M |
| VEU | vanguard intl equity index f | 0.4 M |
| Top 5 Losers (%) | % | |
|---|---|---|
| CARZ | first tr exchange traded fd | -14.7 % |
| CARZ | first tr exchange traded fd | -11.8 % |
| FNDA | schwab strategic tr | -10.6 % |
| XLB | select sector spdr tr | -9.8 % |
| VB | vanguard index fds | -9.8 % |
| Top 5 Losers ($) | $ | |
|---|---|---|
| IJR | ishares tr | -15.9 M |
| FNDA | schwab strategic tr | -3.2 M |
| AGT | ishares tr | -2.6 M |
| IJR | ishares tr | -0.7 M |
| AAXJ | ishares tr | -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.
$1.49BTotal Value
76.00Positions
12 May, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
 AAXJ Ishares TrIshares TrAAXJ | 4.05% | 1,129,500 | $60.11M 4.05% | 8.34%increased 8.34 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 1.76% | 246,898 | $26.21M 1.76% | 6.86%increased 6.86 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.31% | 87,179 | $4.58M 0.31% | 4.4%increased 4.4 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.19% | 29,665 | $2.79M 0.19% | 2.76%increased 2.76 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.17% | 24,466 | $2.61M 0.17% | 5.24%increased 5.24 percentadded | |
 ACES Alps Etf TrAlps Etf TrACES | 0.01% | 4,224 | $221.1K 0.01% | 5.48%decreased 5.48 percentreduced | |
 ACWF Ishares TrIshares TrACWF | 0.06% | 3,938 | $877.5K 0.06% | 5.97%increased 5.97 percentadded | |
ACWF Ishares TrIshares TrACWF | 0.06% | 13,758 | $937.6K 0.06% | 1.51%increased 1.51 percentadded | |
 AGNG Global X FdsGlobal X FdsAGNG | 0.04% | 19,974 | $663.5K 0.04% | 1.33%increased 1.33 percentadded | |
 AGT Ishares TrIshares TrAGT | 3.31% | 348,203 | $49.24M 3.31% | 3.84%increased 3.84 percentadded | |
AGT Ishares TrIshares TrAGT | 1.87% | 290,163 | $27.75M 1.87% | 2.54%increased 2.54 percentadded | |
AGT Ishares TrIshares TrAGT | 0.04% | 23,039 | $577.5K 0.04% | 0.61%increased 0.61 percentadded | |
 AGZD Wisdomtree TrWisdomtree TrAGZD | 0.02% | 9,761 | $350.8K 0.02% | 4.08%increased 4.08 percentadded | |
AGZD Wisdomtree TrWisdomtree TrAGZD | 0.02% | 7,200 | $357.8K 0.02% | 3.94%increased 3.94 percentadded | |
 BECO Blackrock Etf TrustBlackrock Etf TrustBECO | 0.02% | 4,929 | $345.7K 0.02% | 0.9%increased 0.9 percentadded | |
 BGRN Ishares TrIshares TrBGRN | 0.46% | 144,606 | $6.80M 0.46% | 1.39%increased 1.39 percentadded | |
BGRN Ishares TrIshares TrBGRN | 0.14% | 44,457 | $2.11M 0.14% | 0.21%increased 0.21 percentadded | |
BGRN Ishares TrIshares TrBGRN | 0.01% | 7,376 | $214.3K 0.01% | 11.25%decreased 11.25 percentreduced | |
 BIL Spdr Ser TrSpdr Ser TrBIL | 0.12% | 55,044 | $1.85M 0.12% | 2.42%increased 2.42 percentadded | |
BIL Spdr Ser TrSpdr Ser TrBIL | 0.06% | 40,658 | $903.4K 0.06% | 2.61%increased 2.61 percentadded | |