Ally Invest Advisors Inc.

Q1 2026 13F-HR Holdings

Location
Charlotte, NC
Holdings as of
3/31/2026
Date filed
5/12/2026
Form type
13F-HR
Num holdings
75
Total value ($000)
$1,485,682
Net value change ($000)
+36,752 (2.5%)
New positions
0
Sold out positions
1
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BNDX 8,418 7.4%
IEF 6,115 6.4%
IJH 5,034 5.4%
VMBS 4,588 7.2%
VEA 4,376 1.5%
IGIB 3,938 7.0%
IJR 3,377 7.1%
VWO 1,553 2.1%
MUB 1,460 5.9%
AGG 1,235 6.2%
Top Reduces (Value $000, Stocks/ETFs)
SCHG -2,344 -8.1%
IVV -1,756 -0.5%
ESGU -715 -1.4%
BND -688 -100.0%
VOT -533 -6.7%
VUG -485 -21.8%
XLK -454 -10.7%
VTV -358 -23.6%
IEFA -201 -17.3%
XLF -118 -9.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type