Ally Invest Advisors Inc.

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Institutional

CIK 0001706013

$1.49B

Reported AUM

Positions

Q1 2026

Period

2026-05-12

Filed

The Brief · Ally Invest Advisors Inc. · Q1 2026

AI · grounded in 13F

Ally Invest Advisors Inc. closed its position in BND, reducing its holdings by $688,346. The fund trimmed its stake in VUG by 12.73%. To offset these moves, the fund accumulated shares in IGIB by 8.34% and BNDX by 8.01%.

Portfolio · Q1 2026

Top holdings

QoQ vs Q4 2025

#	Stock	Issuer	Price	Day %	1Y Gr.	5Y Gr.	Value	% of book	Δ shares (QoQ)	Status
1	IVV	ISHARES TR	$740.91	-2.62%	24.60%	80.03%	$334.0M	22.48%	+21,125	+4.3%
2	VEA	VANGUARD TAX MANAGED INTL	$69.17	-3.72%	26.80%	55.20%	$292.0M	19.66%	−47,407	−1.0%
3	BNDX	VANGUARD CHARLOTTE FDS	$48.01	-0.15%	2.21%	0.01%	$122.0M	8.21%	+188,394	+8.0%
4	IEF	ISHARES TR	$93.62	-0.53%	4.36%	-8.29%	$102.1M	6.87%	+71,608	+7.2%
5	IJH	ISHARES TR	$73.95	-2.00%	22.71%	46.95%	$98.6M	6.64%	+42,424	+3.0%
6	VWO	VANGUARD INTL EQUITY INDEX F	$58.03	-3.78%	23.65%	32.53%	$76.6M	5.16%	+21,238	+1.5%
7	VMBS	VANGUARD SCOTTSDALE FDS	$46.50	0.26%	7.16%	1.72%	$68.2M	4.59%	+101,460	+7.5%
8	IGIB	ISHARES TR	$52.69	-0.57%	6.52%	4.69%	$60.1M	4.05%	+86,924	+8.3%
9	IJR	ISHARES TR	$137.68	-1.84%	29.63%	34.80%	$51.2M	3.45%	+13,937	+3.5%
10	ESGU	ISHARES TR	$161.16	-2.76%	24.17%	70.46%	$49.2M	3.31%	+12,868	+3.8%
11	SCHV	SCHWAB STRATEGIC TR	$33.52	-1.93%	26.22%	61.88%	$29.4M	1.98%	+12,056	+1.3%
12	ESGD	ISHARES TR	$101.02	-2.62%	17.11%	45.82%	$27.7M	1.87%	+7,185	+2.5%
13	SCHG	SCHWAB STRATEGIC TR	$33.75	-2.99%	20.65%	83.05%	$26.7M	1.80%	+26,268	+2.9%
14	MUB	ISHARES TR	$106.97	-0.21%	7.30%	3.94%	$26.2M	1.76%	+15,844	+6.9%
15	AGG	ISHARES TR	$98.17	-0.50%	5.32%	-1.36%	$21.2M	1.42%	+13,664	+6.8%
16	VOE	VANGUARD INDEX FDS	$195.39	-0.90%	22.75%	53.99%	$8.0M	0.54%	+381	+0.9%
17	ESGE	ISHARES INC	$53.08	2.43%	40.20%	38.74%	$7.9M	0.53%	+227	+0.1%
18	VOT	VANGUARD INDEX FDS	$293.53	-3.46%	7.62%	25.96%	$7.4M	0.50%	+338	+1.2%
19	ESML	ISHARES TR	$52.62	0.65%	30.18%	40.31%	$6.8M	0.46%	+1,981	+1.4%
20	VYM	VANGUARD WHITEHALL FDS INC	$158.24	-1.35%	24.39%	72.68%	$5.0M	0.34%	+506	+1.5%
21	IGSB	ISHARES TR	$52.14	-0.31%	5.04%	12.30%	$4.6M	0.31%	+3,674	+4.4%
22	VBK	VANGUARD INDEX FDS	$342.12	-4.03%	26.64%	22.96%	$4.1M	0.28%	+88	+0.7%
23	VBR	VANGUARD INDEX FDS	$234.32	-1.10%	24.65%	51.77%	$4.1M	0.27%	+110	+0.6%
24	XLK	SELECT SECTOR SPDR TR	$180.30	-6.66%	52.15%	143.77%	$3.8M	0.25%	−962	−3.3%
25	VYMI	VANGUARD WHITEHALL FDS INC	$98.05	-1.98%	27.56%	80.17%	$3.6M	0.24%	−420	−1.1%
26	BSV	VANGUARD BD INDEX FDS	$77.60	-0.26%	4.01%	8.08%	$2.9M	0.19%	+1,084	+3.1%
27	USXF	ISHARES TR	$67.04	2.11%	27.52%	86.72%	$2.8M	0.19%	+470	+0.9%
28	EMB	ISHARES TR	$95.40	-0.73%	11.51%	8.38%	$2.8M	0.19%	+796	+2.8%
29	SUB	ISHARES TR	$106.41	-0.05%	3.33%	7.33%	$2.6M	0.18%	+1,219	+5.2%
30	VTI	VANGUARD INDEX FDS	$363.38	-2.68%	24.59%	71.45%	$2.6M	0.17%	+1,229	+18.2%
31	EAGG	ISHARES TR	$47.06	0.03%	—	—	$2.1M	0.14%	+92	+0.2%
32	SPIB	SPDR SER TR	$33.30	0.18%	—	—	$1.8M	0.12%	+1,300	+2.4%
33	VUG	VANGUARD INDEX FDS	$85.93	-3.62%	—	—	$1.7M	0.12%	−579	−12.7%
34	SCHD	SCHWAB STRATEGIC TR	$32.30	-0.89%	—	—	$1.6M	0.11%	+1,757	+3.6%
35	XLV	SELECT SECTOR SPDR TR	$153.01	0.61%	—	—	$1.2M	0.08%	−35	−0.4%
36	VTV	VANGUARD INDEX FDS	$212.02	-1.36%	—	—	$1.2M	0.08%	−2,033	−25.6%
37	XLF	SELECT SECTOR SPDR TR	$52.30	0.21%	—	—	$1.1M	0.07%	+53	+0.2%
38	IEFA	ISHARES TR	$95.56	-2.60%	—	—	$959K	0.06%	−2,364	−18.2%
39	DMXF	ISHARES TR	$81.61	-3.40%	—	—	$944K	0.06%	+166	+1.3%
40	XT	ISHARES TR	$80.26	-4.31%	—	—	$938K	0.06%	+204	+1.5%
41	XLY	SELECT SECTOR SPDR TR	$114.86	-2.05%	—	—	$923K	0.06%	−41	−0.5%
42	IXUS	ISHARES TR	$93.31	-3.86%	—	—	$922K	0.06%	+2,160	+25.5%
43	SPLB	SPDR SER TR	$22.17	-0.02%	—	—	$903K	0.06%	+1,036	+2.6%
44	CRBN	ISHARES TR	$248.60	-2.96%	—	—	$878K	0.06%	+222	+6.0%
45	XLC	SELECT SECTOR SPDR TR	$111.67	-1.27%	—	—	$859K	0.06%	−79	−1.0%
46	PZA	INVESCO EXCH TRADED FD TR II	$23.39	0.09%	—	—	$851K	0.06%	+1,547	+4.4%
47	XLI	SELECT SECTOR SPDR TR	$174.18	-1.12%	—	—	$786K	0.05%	−104	−2.1%
48	SKYY	FIRST TR EXCHANGE TRADED FD	$140.76	-4.89%	—	—	$715K	0.05%	+1,219	+22.9%
49	SPYX	SPDR SER TR	$60.98	1.03%	—	—	$694K	0.05%	+741	+6.0%
50	EUSB	ISHARES TR	$43.13	-0.44%	—	—	$680K	0.05%	+619	+4.1%
51	BOTZ	GLOBAL X FDS	$38.37	1.03%	—	—	$664K	0.04%	+262	+1.3%
52	SUSB	ISHARES TR	$24.87	0.00%	—	—	$577K	0.04%	+140	+0.6%
53	XLP	SELECT SECTOR SPDR TR	$83.44	1.71%	—	—	$572K	0.04%	+92	+1.3%
54	VXUS	VANGUARD STAR FDS	$83.03	-3.73%	—	—	$545K	0.04%	+239	+3.5%
55	IEMG	ISHARES INC	$78.63	-6.40%	—	—	$539K	0.04%	−1,257	−14.0%
56	EMXF	ISHARES TR	$54.76	-5.16%	—	—	$493K	0.03%	−330	−3.1%
57	ESGV	VANGUARD WORLD FD	$130.10	-3.05%	—	—	$442K	0.03%	+229	+6.2%
58	IJJ	ISHARES TR	$141.94	-1.11%	—	—	$434K	0.03%	−220	−6.3%
59	IJK	ISHARES TR	$112.46	-2.69%	—	—	$419K	0.03%	+681	+19.6%
60	XLE	SELECT SECTOR SPDR TR	$57.67	-1.84%	—	—	$394K	0.03%	−1,622	−20.1%
61	ONEY	SPDR SER TR	$128.54	-0.84%	—	—	$381K	0.03%	+125	+4.1%
62	DEM	WISDOMTREE TR	$54.30	1.04%	—	—	$358K	0.02%	+273	+3.9%
63	DES	WISDOMTREE TR	$38.74	0.75%	—	—	$351K	0.02%	+383	+4.1%
64	LCTU	BLACKROCK ETF TRUST	$79.53	0.62%	—	—	$346K	0.02%	+44	+0.9%
65	XAR	SPDR SER TR	$272.57	-2.80%	—	—	$332K	0.02%	−195	−13.0%
66	CIBR	FIRST TR EXCHANGE TRADED FD	$86.70	-4.41%	—	—	$320K	0.02%	+455	+9.8%
67	XLB	SELECT SECTOR SPDR TR	$50.63	-1.92%	—	—	$295K	0.02%	−123	−2.0%
68	XLU	SELECT SECTOR SPDR TR	$44.35	0.93%	—	—	$290K	0.02%	−81	−1.3%
69	JMSI	J P MORGAN EXCHANGE TRADED F	$50.14	-0.22%	—	—	$285K	0.02%	−59	−1.0%
70	IBB	ISHARES TR	$168.78	0.20%	—	—	$282K	0.02%	−91	−5.2%
71	XLRE	SELECT SECTOR SPDR TR	$44.70	0.68%	—	—	$271K	0.02%	+17	+0.3%
72	VO	VANGUARD INDEX FDS	$78.53	-2.06%	—	—	$242K	0.02%	−386	−31.5%
73	VGT	VANGUARD WORLD FD	$115.28	-6.14%	—	—	$229K	0.02%	+56	+20.6%
74	SBIO	ALPS ETF TR	$50.59	0.14%	—	—	$221K	0.01%	−245	−5.5%
75	IDNA	ISHARES TR	$29.14	-2.74%	—	—	$214K	0.01%	−935	−11.3%
76	BND	VANGUARD BD INDEX FDS	$72.83	-0.45%	—	—	—	—	−9,293	EXITED

Source: SEC EDGAR · accession 0001706013-26-000004. 13F discloses long positions only — shorts, foreign equities, and options are excluded.