Latest Ally Invest Advisors Inc. Stock Portfolio
Ally Invest Advisors Inc. Performance:
2025 Q4: 1.75%YTD: 14.11%2024: -18.33%
Performance for 2025 Q4 is 1.75%, and YTD is 14.11%, and 2024 is -18.33%.
About Ally Invest Advisors Inc. and 13F Hedge Fund Stock Holdings
Ally Invest Advisors Inc. is a hedge fund based in Charlotte, NC. On 2026-02-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Ally Invest Advisors Inc. reported an equity portfolio of $1.4 Billions as of 31 Dec, 2025.
The top stock holdings of Ally Invest Advisors Inc. are IJR, VEA, BNDX. The fund has invested 23.2% of it's portfolio in ISHARES TR and 19.9% of portfolio in VANGUARD TAX MANAGED INTL.
The fund managers got completely rid off ISHARES TR (AAXJ) stocks. They significantly reduced their stock positions in SELECT SECTOR SPDR TR (XLB), ALPS ETF TR (ACES) and ISHARES TR (BGRN). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD BD INDEX FDS (BIV), SCHWAB STRATEGIC TR (FNDA) and SPDR SER TR (BIL).
The top stock holdings of Ally Invest Advisors Inc. are IJR, VEA, BNDX. The fund has invested 23.2% of it's portfolio in ISHARES TR and 19.9% of portfolio in VANGUARD TAX MANAGED INTL.
The fund managers got completely rid off ISHARES TR (AAXJ) stocks. They significantly reduced their stock positions in SELECT SECTOR SPDR TR (XLB), ALPS ETF TR (ACES) and ISHARES TR (BGRN). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD BD INDEX FDS (BIV), SCHWAB STRATEGIC TR (FNDA) and SPDR SER TR (BIL).
Ally Invest Advisors Inc. Annual Return Estimates Vs S&P 500
Our best estimate is that Ally Invest Advisors Inc. made a return of 1.75% in the last quarter. In trailing 12 months, it's portfolio return was 14.11%.
- Performance
- S&P 500
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| vanguard bd index fds | 35.19 |
| schwab strategic tr | 32.34 |
| spdr ser tr | 29.35 |
| wisdomtree tr | 29.3 |
| wisdomtree tr | 27.9 |
| vanguard star fds | 23.74 |
| vanguard index fds | 18.53 |
| ishares tr | 17.77 |
Additions to existing portfolio by Ally Invest Advisors Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| select sector spdr tr | -52.35 |
| select sector spdr tr | -52.33 |
| select sector spdr tr | -52.04 |
| select sector spdr tr | -51.81 |
| select sector spdr tr | -49.00 |
| select sector spdr tr | -48.61 |
| alps etf tr | -29.23 |
| ishares tr | -13.02 |
Ally Invest Advisors Inc. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| ishares tr | -157,638 |
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 | 90.7 % | |
| XLB | 76.5 % | |
| XLB | 74.7 % | |
| XLB | 74.4 % | |
| XLB | 73.0 % | |
| Top 5 Winners ($) | $ | |
|---|---|---|
| VEA | 11.7 M | |
| IJR | 7.6 M | |
| AGT | 1.1 M | |
| XLB | 1.1 M | |
| IJR | 1.0 M | |
| Top 5 Losers (%) | % | |
|---|---|---|
| CARZ | -6.0 % | |
| VB | -4.9 % | |
| CARZ | -3.2 % | |
| ACWF | -3.0 % | |
| BIL | -2.3 % | |
| Top 5 Losers ($) | $ | |
|---|---|---|
| BNDX | -2.6 M | |
| VEU | -0.6 M | |
| VB | -0.4 M | |
| IJR | -0.3 M | |
| AAXJ | -0.2 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 76 stocks in it's portfolio. About 84.2% of the portfolio is in top 10 stocks. BNDX 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: 13 Feb, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAXJ | ishares tr | 3.88 | 1,042,580 | 56,173,600 | added | 3.75 | ||
| AAXJ | ishares tr | 1.71 | 231,054 | 24,748,200 | added | 6.33 | ||
| AAXJ | ishares tr | 0.30 | 83,505 | 4,415,730 | added | 8.81 | ||
| AAXJ | ishares tr | 0.19 | 28,869 | 2,779,480 | added | 5.92 | ||
| AAXJ | ishares tr | 0.17 | 23,247 | 2,480,420 | added | 8.41 | ||
| AAXJ | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ACES | alps etf tr | 0.02 | 4,469 | 228,923 | reduced | -29.23 | ||
| ACWF | ishares tr | 0.06 | 3,716 | 856,562 | added | 0.38 | ||
| ACWF | ishares tr | 0.06 | 13,554 | 945,251 | reduced | -2.09 | ||
| AGNG | global x fds | 0.05 | 19,712 | 714,180 | reduced | -2.7 | ||
| AGT | ishares tr | 3.45 | 335,335 | 49,958,100 | added | 0.42 | ||
| AGT | ishares tr | 1.86 | 282,978 | 26,908,300 | added | 2.58 | ||
| AGT | ishares tr | 0.04 | 22,899 | 577,970 | added | 4.01 | ||
| AGZD | wisdomtree tr | 0.02 | 9,378 | 313,689 | added | 29.3 | ||
| AGZD | wisdomtree tr | 0.02 | 6,927 | 323,539 | added | 27.9 | ||
| BECO | blackrock etf trust | 0.03 | 4,885 | 361,945 | reduced | -3.78 | ||
| BGRN | ishares tr | 0.45 | 142,625 | 6,557,840 | reduced | -0.17 | ||
| BGRN | ishares tr | 0.15 | 44,365 | 2,122,880 | added | 9.02 | ||
| BGRN | ishares tr | 0.01 | 8,311 | 217,677 | reduced | -13.02 | ||
| BIL | spdr ser tr | 0.12 | 53,744 | 1,817,070 | added | 7.14 | ||