Latest Ally Invest Advisors Inc. Stock Portfolio
$1.66Billion | No. of Holdings #75
Ally Invest Advisors Inc. Performance
2026 Q2+9.08%
YTD+8.20%
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 2026-08-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Ally Invest Advisors Inc. reported an equity portfolio of $1.7 Billions as of 30 Jun, 2026. <br><br> 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 19.6% of portfolio in VANGUARD TAX MANAGED INTL. <br><br> They significantly reduced their stock positions in SELECT SECTOR SPDR TR (XLB), FIRST TR EXCHANGE TRADED FD (CARZ) and ALPS ETF TR (ACES). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD WORLD FD (VAW), VANGUARD INDEX FDS (VB) and SPDR SER TR (BIL).
Ally Invest Advisors Inc. Equity Portfolio Value
Last Reported on: 13 Aug, 2026
$1.66Billion
as of Aug 13, 2026Ally Invest Advisors Inc. Annual Return Estimates Vs S&P 500
Our best estimate is that Ally Invest Advisors Inc. made a return of 9.08% in the last quarter. In trailing 12 months, it's portfolio return was 15.65%.
- Performance
- S&P 500
New Buys
No new stocks were added by Ally Invest Advisors Inc.
Additions
| Ticker | % Inc. |
|---|---|
| vanguard world fd | 661 |
| vanguard index fds | 472 |
| vanguard index fds | 307 |
| spdr ser tr | 11.2 |
| wisdomtree tr | 10.72 |
| wisdomtree tr | 10.31 |
| schwab strategic tr | 10.19 |
| spdr ser tr | 9.57 |
Additions to existing portfolio by Ally Invest Advisors Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| select sector spdr tr | -21.83 |
| first tr exchange traded fd | -16.27 |
| alps etf tr | -15.22 |
| first tr exchange traded fd | -13.01 |
| ishares inc | -8.53 |
| ishares tr | -7.1 |
| ishares tr | -5.98 |
| vanguard world fd | -4.14 |
Ally Invest Advisors Inc. reduced stake in above stock
Sold off
None of the stocks were completely sold off by Ally Invest Advisors Inc.
Sector Distribution
Ally Invest Advisors Inc. has about 100% of it's holdings in Others sector.
- Others
| Sector | % |
|---|---|
| Others | 100 |
Market Cap. Distribution
Ally Invest Advisors Inc. has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
| Category | % |
|---|---|
| UNALLOCATED | 100 |
Stocks belong to which Index?
About 0% of the stocks held by Ally Invest Advisors Inc. either belong to S&P 500 or RUSSELL 2000 index.
- Others
| Index | % |
|---|---|
| Others | 100 |
| Top 5 Winners (%) | % | |
|---|---|---|
| CARZ | first tr exchange traded fd | 40.5 % |
| XLB | select sector spdr tr | 38.6 % |
| DMXF | ishares tr | 25.5 % |
| ACES | alps etf tr | 21.7 % |
| CARZ | first tr exchange traded fd | 21.2 % |
| Top 5 Winners ($) | $ | |
|---|---|---|
| IJR | ishares tr | 49.0 M |
| VEA | vanguard tax managed intl | 32.7 M |
| IJR | ishares tr | 14.0 M |
| IJR | ishares tr | 9.9 M |
| VEU | vanguard intl equity index f | 8.0 M |
| Top 5 Losers (%) | % | |
|---|---|---|
| VAW | vanguard world fd | -73.3 % |
| VB | vanguard index fds | -70.5 % |
| VB | vanguard index fds | -61.5 % |
| XLB | select sector spdr tr | -12.8 % |
| XLB | select sector spdr tr | -3.4 % |
| Top 5 Losers ($) | $ | |
|---|---|---|
| VB | vanguard index fds | -4.7 M |
| IJR | ishares tr | -1.0 M |
| VAW | vanguard world fd | -0.8 M |
| VB | vanguard index fds | -0.4 M |
| BNDW | vanguard scottsdale fds | -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 75 stocks in it's portfolio. About 84.3% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for Ally Invest Advisors Inc. last quarter.
$1.66BTotal Value
75.00Positions
13 Aug, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
 AAXJ Ishares TrIshares TrAAXJ | 3.79% | 1,181,330 | $62.81M 3.79% | 4.59%increased 4.59 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 1.67% | 256,431 | $27.60M 1.67% | 3.86%increased 3.86 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.3% | 93,130 | $4.88M 0.3% | 6.83%increased 6.83 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.18% | 31,138 | $3.00M 0.18% | 4.97%increased 4.97 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.17% | 26,271 | $2.80M 0.17% | 7.38%increased 7.38 percentadded | |
 ACES Alps Etf TrAlps Etf TrACES | 0.01% | 3,581 | $231.5K 0.01% | 15.22%decreased 15.22 percentreduced | |
 ACWF Ishares TrIshares TrACWF | 0.07% | 13,283 | $1.10M 0.07% | 3.45%decreased 3.45 percentreduced | |
ACWF Ishares TrIshares TrACWF | 0.06% | 3,918 | $991.2K 0.06% | 0.51%decreased 0.51 percentreduced | |
 AGNG Global X FdsGlobal X FdsAGNG | 0.04% | 19,561 | $742.1K 0.04% | 2.07%decreased 2.07 percentreduced | |
 AGT Ishares TrIshares TrAGT | 3.46% | 350,467 | $57.36M 3.46% | 0.65%increased 0.65 percentadded | |
AGT Ishares TrIshares TrAGT | 1.85% | 297,816 | $30.62M 1.85% | 2.64%increased 2.64 percentadded | |
AGT Ishares TrIshares TrAGT | 0.04% | 23,975 | $599.1K 0.04% | 4.06%increased 4.06 percentadded | |
 AGZD Wisdomtree TrWisdomtree TrAGZD | 0.03% | 7,942 | $427.2K 0.03% | 10.31%increased 10.31 percentadded | |
AGZD Wisdomtree TrWisdomtree TrAGZD | 0.03% | 10,807 | $439.6K 0.03% | 10.72%increased 10.72 percentadded | |
 BECO Blackrock Etf TrustBlackrock Etf TrustBECO | 0.02% | 5,044 | $404.3K 0.02% | 2.33%increased 2.33 percentadded | |
 BGRN Ishares TrIshares TrBGRN | 0.49% | 144,256 | $8.07M 0.49% | 0.24%decreased 0.24 percentreduced | |
BGRN Ishares TrIshares TrBGRN | 0.13% | 45,240 | $2.14M 0.13% | 1.76%increased 1.76 percentadded | |
BGRN Ishares TrIshares TrBGRN | 0.01% | 6,852 | $231.2K 0.01% | 7.1%decreased 7.1 percentreduced | |
 BIL Spdr Ser TrSpdr Ser TrBIL | 0.12% | 59,338 | $1.99M 0.12% | 7.8%increased 7.8 percentadded | |
BIL Spdr Ser TrSpdr Ser TrBIL | 0.06% | 44,547 | $997.8K 0.06% | 9.57%increased 9.57 percentadded | |