Top 50 Ally Invest Advisors Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 22.48% | 511.3K | $334.0M | +4.31%(+21.12K) | $343.75(+118.63%) | 2026-03-31 | |
| VEA | VANGUARD TAX MANAGED INTL | 19.66% | 4.56M | $292.0M | -1.03%(-47.41K) | $45.71(+54.37%) | 2026-03-31 | |
| BNDX | VANGUARD CHARLOTTE FDS | 8.21% | 2.54M | $122.0M | +8.01%(+188.39K) | $53.94(-11.08%) | 2026-03-31 | |
| IEF | ISHARES TR | 6.87% | 1.07M | $102.1M | +7.17%(+71.61K) | $108.03(-12.75%) | 2026-03-31 | |
| IJH | ISHARES TR | 6.64% | 1.46M | $98.6M | +2.99%(+42.42K) | $45.99(+59.68%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 5.16% | 1.42M | $76.6M | +1.52%(+21.24K) | $46.39(+29.24%) | 2026-03-31 | |
| VMBS | VANGUARD SCOTTSDALE FDS | 4.59% | 1.45M | $68.2M | +7.51%(+101.46K) | $51.12(-8.69%) | 2026-03-31 | |
| IGIB | ISHARES TR | 4.05% | 1.13M | $60.1M | +8.34%(+86.92K) | $56.73(-6.52%) | 2026-03-31 | |
| IJR | ISHARES TR | 3.45% | 412.1K | $51.2M | +3.50%(+13.94K) | $92.68(+46.89%) | 2026-03-31 | |
| ESGU | ISHARES TR | 3.31% | 348.2K | $49.2M | +3.84%(+12.87K) | $91.75(+77.45%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.43% | +38.38% |
| Top 20 Holdings Unweighted | +10.17% | +33.73% |
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