Data as of Q4 2025 (Dec 31, 2025)

Ally Invest Advisors Inc.

•CIK: 1706013•Filing: Q4 2025

**Ally Invest Advisors Inc.** manages $1.4B across a diversified portfolio of 76 holdings. The fund exhibits a significant allocation to core global equity and fixed-income exposure, notably led by IVV ($335.8M) and VEA ($287.7M). Further diversification is evident through substantial positions in international debt (BNDX at $113.6M) and various fixed-income segments, including IEF ($96.0M) and IJH ($93.6M). This structure suggests a mandate focused on capturing broad, global market beta across asset classes.

Total AUM
$1.4B
QoQ Performance
+4.0%
Positions
21
Top 10 Concentration
84.2%
Latest Filing
Q4 2025

Top Holdings Allocation

IVV
VEA
BNDX
IEF
IJH
VWO
IVV23.2%
VEA19.9%
BNDX7.8%
IEF6.6%
IJH6.5%
VWO5.2%
VMBS4.4%
IGIB3.9%

📈 Biggest Buys

BNDX
VANGUARD CHARLOTTE FDS
+7.0%
7.8% of portfolio
IEF
ISHARES TR
+5.5%
6.6% of portfolio
IJH
ISHARES TR
+3.1%
6.5% of portfolio
VMBS
VANGUARD SCOTTSDALE FDS
+4.1%
4.4% of portfolio
IVV
ISHARES TR
+0.8%
23.2% of portfolio

📉 Biggest Sells

USXF
ISHARES TR
-9.8%
0.2% of portfolio
SBIO
ALPS ETF TR
-29.2%
0.0% of portfolio
DMXF
ISHARES TR
-8.0%
0.1% of portfolio
EMXF
ISHARES TR
-10.4%
0.0% of portfolio
XLF
SELECT SECTOR SPDR TR
-4.1%
0.1% of portfolio

Sector Breakdown

Other76.8%
ETF23.2%

🚪 Exited Positionssold since Q3 2025

ICLN
ISHARES TR
SOLD
$157.6K

Changes from Q3 2025

↑51 increased
↓25 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

IVV23.2%
ISHARES TR
$335.8M
VEA19.9%
VANGUARD TAX MANAGED INTL
$287.7M
BNDX7.8%
VANGUARD CHARLOTTE FDS
$113.6M
IEF6.6%
ISHARES TR
$96.0M
IJH6.5%
ISHARES TR
$93.6M

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