Ally Invest Advisors Inc.

Q3 2026 13F-HR Holdings

Location
Charlotte, NC
Holdings as of
9/30/2026
Date filed
11/12/2026
Form type
13F-HR
Num holdings
74
Total value ($000)
$1,642,665
Net value change ($000)
-13,466 (-0.8%)
New positions
0
Sold out positions
1
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
IVV 7,422 1.9%
SCHG 1,908 6.0%
ESGU 886 1.5%
ESGD 453 1.5%
VTI 102 3.2%
SKYY 95 12.9%
SCHD 91 5.1%
VUG 43 2.2%
DEM 28 6.6%
VXUS 24 3.7%
Top Reduces (Value $000, Stocks/ETFs)
IJH -6,303 -5.6%
IJR -5,033 -8.3%
VEA -2,752 -0.8%
SCHV -1,388 -4.1%
VMBS -1,044 -1.5%
AGG -1,001 -4.5%
IEF -843 -0.8%
MUB -791 -2.9%
ESML -620 -7.7%
IGIB -439 -0.7%
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