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Latest Ally Invest Advisors Inc. Stock Portfolio

$938Million

Equity Portfolio Value
Last Reported on: 13 Feb, 2024

About Ally Invest Advisors Inc. and it’s 13F Hedge Fund Stock Holdings

Ally Invest Advisors Inc. is a hedge fund based in Charlotte, NC. On 19-Sep-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $986.7 Millions. In it's latest 13F Holdings report, Ally Invest Advisors Inc. reported an equity portfolio of $938.8 Millions as of 31 Dec, 2023.

The top stock holdings of Ally Invest Advisors Inc. are AGG, VEA, AGG. The fund has invested 20.4% of it's portfolio in ISHARES TR and 19.1% of portfolio in VANGUARD TAX MANAGED INTL.

They significantly reduced their stock positions in VANGUARD INDEX FDS (VOO), WISDOMTREE TR (AGZD) and SPDR SER TR (BIL). Ally Invest Advisors Inc. opened new stock positions in VANGUARD BD INDEX FDS (BIV), ISHARES TR (DMXF) and ISHARES INC (EMGF). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VOO), ISHARES TR (IBCE) and SCHWAB STRATEGIC TR (FNDA).

New Buys

Ticker$ Bought
VANGUARD BD INDEX FDS422,136
ISHARES TR250,413
ISHARES INC229,328
ISHARES TR202,856

New stocks bought by Ally Invest Advisors Inc.

Additions

Ticker% Inc.
VANGUARD INDEX FDS96.29
ISHARES TR39.93
VANGUARD INDEX FDS27.71
VANGUARD INDEX FDS26.33
VANGUARD INDEX FDS26.25
VANGUARD INDEX FDS26.24
SCHWAB STRATEGIC TR25.91
SCHWAB STRATEGIC TR22.2

Additions to existing portfolio by Ally Invest Advisors Inc.

Reductions

Ticker% Reduced
VANGUARD INDEX FDS-5.75
WISDOMTREE TR-5.17
SPDR SER TR-4.89
WISDOMTREE TR-4.79
VANGUARD STAR FDS-4.38
VANGUARD WHITEHALL FDS INC-3.84
VANGUARD WHITEHALL FDS INC-3.74
ISHARES TR-3.33

Ally Invest Advisors Inc. reduced stake in above stock

Sold off

None of the stocks were completely sold off by Ally Invest Advisors Inc.

Current Stock Holdings of Ally Invest Advisors Inc.

Last Reported on: 13 Feb, 2024
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions
AAXJISHARES TR4.59828,61643,088,000REDUCED-2.04
AAXJISHARES TR1.91165,00017,887,700REDUCED-1.5
AAXJISHARES TR0.3461,6693,162,070REDUCED-3.33
AAXJISHARES TR0.1313,6041,211,540ADDED17.03
AAXJISHARES TR0.119,8471,038,120ADDED16.23
ACTXGLOBAL X FDS0.039,251263,660ADDED6.59
ACWFISHARES TR0.045,763345,046ADDED5.4
ACWFISHARES TR0.042,516416,301ADDED11.72
AGGISHARES TR20.44401,788191,906,000REDUCED-2.23
AGGISHARES TR10.50355,78398,605,300ADDED0.14
AGGISHARES TR7.75755,20872,794,500REDUCED-1.06
AGGISHARES TR3.62313,49433,935,700ADDED1.01
AGGISHARES TR0.8479,6817,908,350ADDED13.7
AGTISHARES TR3.53315,64333,117,200ADDED3.37
AGTISHARES TR1.88233,19617,615,700ADDED3.93
AGTISHARES INC0.49144,4254,630,270ADDED7.62
AGTISHARES TR0.0413,287325,266ADDED10.93
AGZDWISDOMTREE TR0.048,569348,588REDUCED-4.79
AGZDWISDOMTREE TR0.0411,097356,987REDUCED-5.17
BGRNISHARES TR0.4099,4823,781,320ADDED6.34
BGRNISHARES TR0.1427,5221,313,880ADDED11.42
BILSPDR SER TR0.0822,858750,417ADDED18.6
BILSPDR SER TR0.0416,804399,767ADDED20.82
BILSPDR SER TR0.048,709338,006ADDED10.73
BILSPDR SER TR0.043,755378,167REDUCED-4.89
BIVVANGUARD BD INDEX FDS0.1215,1841,169,500ADDED19.97
BIVVANGUARD BD INDEX FDS0.045,739422,136NEW
BNDWVANGUARD SCOTTSDALE FDS5.081,028,16047,665,700REDUCED-0.61
BNDXVANGUARD CHARLOTTE FDS8.681,650,31081,467,600REDUCED-0.29
CARZFIRST TR EXCHANGE TRADED FD0.033,125273,934ADDED2.63
DMXFISHARES TR0.1638,1621,519,620ADDED5.53
DMXFISHARES TR0.056,924442,290ADDED7.85
DMXFISHARES TR0.035,789250,413NEW
DMXFISHARES TR0.025,714202,856NEW
EMGFISHARES INC0.024,534229,328NEW
FNDASCHWAB STRATEGIC TR1.29145,52112,072,400ADDED22.2
FNDASCHWAB STRATEGIC TR1.21162,59611,398,000ADDED25.91
FNDASCHWAB STRATEGIC TR0.1619,1461,457,550REDUCED-2.76
IBCEISHARES TR0.045,053355,462ADDED39.93
SPHDINVESCO EXCH TRADED FD TR II0.0414,215343,728ADDED17.01
VEAVANGUARD TAX MANAGED INTL19.113,745,260179,398,000ADDED1.04
VEUVANGUARD INTL EQUITY INDEX F4.731,080,96044,427,600ADDED5.03
VIGIVANGUARD WHITEHALL FDS INC0.4134,4823,849,190REDUCED-3.74
VIGIVANGUARD WHITEHALL FDS INC0.2840,0672,664,070REDUCED-3.84
VOOVANGUARD INDEX FDS0.166,8581,505,890ADDED26.25
VOOVANGUARD INDEX FDS0.159,7251,410,280ADDED27.71
VOOVANGUARD INDEX FDS0.145,4941,303,250REDUCED-5.75
VOOVANGUARD INDEX FDS0.124,8011,160,620ADDED26.24
VOOVANGUARD INDEX FDS0.126,5161,172,690ADDED26.33
VOOVANGUARD INDEX FDS0.074,444664,352ADDED96.29
VOOVANGUARD INDEX FDS0.061,964610,456ADDED9.6
VXUSVANGUARD STAR FDS0.069,004521,867REDUCED-4.38
XLBSELECT SECTOR SPDR TR0.209,6211,851,930ADDED5.04
XLBSELECT SECTOR SPDR TR0.085,561758,467ADDED13.86
XLBSELECT SECTOR SPDR TR0.063,128559,372ADDED9.14
XLBSELECT SECTOR SPDR TR0.0616,054603,620ADDED12.63
XLBSELECT SECTOR SPDR TR0.054,061462,964ADDED10.38
XLBSELECT SECTOR SPDR TR0.045,773419,480ADDED6.43
XLBSELECT SECTOR SPDR TR0.033,854277,637ADDED15.74