StockDriftsStockDriftsTop 50 Ally Invest Advisors INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 23.22% | 513.4K | $384.5M | +0.40%(+2.06K) | $345.15(+125.68%) | 2026-06-30 | |
| VEA | VANGUARD TAX MANAGED INTL | 19.64% | 4.57M | $325.3M | +0.20%(+8.89K) | $45.75(+61.78%) | 2026-06-30 | |
| BNDX | VANGUARD CHARLOTTE FDS | 7.79% | 2.66M | $128.9M | +4.82%(+122.35K) | $53.68(-11.15%) | 2026-06-30 | |
| IJH | ISHARES TR | 6.83% | 1.47M | $113.2M | +0.52%(+7.60K) | $46.12(+70.30%) | 2026-06-30 | |
| IEF | ISHARES TR | 6.42% | 1.12M | $106.4M | +5.09%(+54.44K) | $107.40(-13.44%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 5.15% | 1.43M | $85.3M | +0.85%(+12.08K) | $46.48(+29.93%) | 2026-06-30 | |
| VMBS | VANGUARD SCOTTSDALE FDS | 4.3% | 1.52M | $71.2M | +4.71%(+68.38K) | $50.93(-9.47%) | 2026-06-30 | |
| IGIB | ISHARES TR | 3.79% | 1.18M | $62.8M | +4.59%(+51.83K) | $56.57(-7.92%) | 2026-06-30 | |
| IJR | ISHARES TR | 3.68% | 410.7K | $60.9M | -0.33%(-1.35K) | $92.68(+61.80%) | 2026-06-30 | |
| ESGU | ISHARES TR | 3.46% | 350.5K | $57.4M | +0.65%(+2.26K) | $92.13(+84.58%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.68% | +39.29% | +5.03% | +27.80% |
| Top 20 Holdings Unweighted | +11.10% | +37.14% | +4.67% | +25.61% |
Ally Invest Advisors INC reports $1.66B in US-listed equity holdings across 75 positions in its most recent 13F filing. Its largest disclosed positions are IVV (23.2%), VEA (19.6%) and BNDX (7.8%). The top 20 holdings account for 95.6% of reported assets. Its disclosed equity book has returned +39.29% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Ally Invest Advisors INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1706013). View Ally Invest Advisors INC’s 13F filings on SEC