$847 Million is the total value of Ally Invest Advisors Inc.'s 48 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ONEY | New | SPDR SER TRrussell yield | $344,373 | – | 3,652 | +100.0% | 0.04% | – |
| USHY | New | ISHARES TRbroad usd high | $341,755 | – | 9,613 | +100.0% | 0.04% | – |
| DEM | New | WISDOMTREE TRemer mkt high fd | $323,557 | – | 8,546 | +100.0% | 0.04% | – |
| DES | New | WISDOMTREE TRus smallcap divd | $306,077 | – | 10,717 | +100.0% | 0.04% | – |
| XLI | New | SELECT SECTOR SPDR TRsbi int-inds | $240,042 | – | 2,372 | +100.0% | 0.03% | – |
| XT | New | ISHARES TRishares tr | $222,266 | – | 4,218 | +100.0% | 0.03% | – |
| XLC | New | SELECT SECTOR SPDR TR | $216,076 | – | 3,727 | +100.0% | 0.03% | – |
| IEFA | New | ISHARES TRcore msci eafe | $201,820 | – | 3,019 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 23 | Q2 2024 | 23.8% |
| VANGUARD TAX MANAGED INTL FD | 23 | Q2 2024 | 20.9% |
| ISHARES TR | 23 | Q2 2024 | 11.8% |
| VANGUARD CHARLOTTE FDS | 23 | Q2 2024 | 11.2% |
| ISHARES TR | 23 | Q2 2024 | 10.8% |
| VANGUARD SCOTTSDALE FDS | 23 | Q2 2024 | 7.4% |
| ISHARES TR | 23 | Q2 2024 | 7.3% |
| VANGUARD INTL EQUITY INDEX F | 23 | Q2 2024 | 5.3% |
| ISHARES TR | 23 | Q2 2024 | 3.9% |
| ISHARES TR | 22 | Q2 2024 | 2.4% |
View Ally Invest Advisors Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-13 |
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-08-10 |
| 13F-HR | 2022-05-13 |
View Ally Invest Advisors Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.