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AIA

Ally Invest Advisors Portfolio holdings

AUM $1.66B
1-Year Est. Return 16.62%
This Fund
S&P 500
This Quarter Est. Return
+9.98%
1 Year Est. Return
+16.62%
3 Year Est. Return
+41.13%
5 Year Est. Return
+30.63%
10 Year Est. Return
–
AUM
$1.66B
AUM Growth
+$170M
Cap. Flow
+$26.2M
Cap. Flow %
1.58%
Top 10 Hldgs %
84.29%
Holding
75
New
–
Increased
52
Reduced
23
Closed
–

Top Buys

Rank Stock Value
1
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$5.89M
2
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$5.15M
3
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$3.2M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$2.75M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.5M

Top Sells

Rank Stock Value
1
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$1.06M
2
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$234K
3
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$185K
4
SKYY icon
First Trust Cloud Computing ETF
SKYY
+$135K
5
VUG icon
Vanguard Morningstar Growth ETF
VUG
+$90.6K

Sector Composition

Rank Sector Weight

No holdings matched the selected filter criteria.

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Ally Invest Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, Ally Invest Advisors held 75 positions worth $1.66B, up 11% from $1.49B the previous quarter. Its ten largest holdings account for 84% of the portfolio.

Trading was light in Q2 2026: portfolio turnover was 0%. Ally Invest Advisors opened no new positions and made no exits, leaving the 75-position portfolio largely intact.

  • Ally Invest Advisors added most to Vanguard Total International Bond ETF in Q2 2026, an estimated $5.89M increase.
  • Ally Invest Advisors's biggest Q2 2026 reduction was State Street Technology Select Sector SPDR ETF, cutting an estimated $1.06M.
  • Ally Invest Advisors's ten largest holdings make up 84% of its $1.66B portfolio in Q2 2026.
  • Ally Invest Advisors opened 0 new positions and closed 0 in Q2 2026.
  • Ally Invest Advisors's portfolio value rose 11% quarter-over-quarter to $1.66B.

Based on Ally Invest Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.