Ally-Invest-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  "MUB",
  null,
  "IJH",
  null,
  null,
  null,
  "IJR",
  null,
  null,
  "IEMG",
  null,
  "IVV",
  null,
  null,
  "IEFA",
  null,
  null,
  null,
  null,
  null,
  null,
  "VOE",
  null,
  "VWO",
  null,
  null,
  null,
  "XLB",
  "IEF",
  null,
  null,
  null,
  null,
  "VYM",
  null,
  null,
  null,
  null,
  null,
  null,
  "ESGD",
  null,
  "ESGV",
  "VUG",
  "VEA",
  "VYMI",
  "VXUS",
  "VBK",
  "BNDX",
  "BND",
  "VBR",
  "VOT",
  "BSV",
  "VTV",
  null,
  null,
  null,
  null,
  "SCHD",
  "SCHG",
  null,
  "IXUS",
  null,
  "ESGU",
  null,
  "XLK",
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 72
Total Value: 1167861304
Accession Number: 0001706013-25-000004
Form Type: 13F-HR
CIK: ally-invest-advisors
Manager Name: Ally-Invest-Advisors

Data Enrichment

42% identified

30 identified42 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

72 positions • $1.2B total value

SEC FilingSEC DataHachi Filing

Manager:

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46434V381

Shares:12.5K

Value:$720.8K

% of Portfolio:0.1% ($720.8K/$1.2B)

46436E759

Shares:10.7K

Value:$719.5K

% of Portfolio:0.1% ($719.5K/$1.2B)

78464A367

Shares:31.5K

Value:$711.8K

% of Portfolio:0.1% ($711.8K/$1.2B)

81369Y704

Shares:4.9K

Value:$639.4K

% of Portfolio:0.1% ($639.4K/$1.2B)

78468R796

Shares:13.4K

Value:$611.5K

% of Portfolio:0.1% ($611.5K/$1.2B)

46138E537

Shares:26.0K

Value:$599.3K

% of Portfolio:0.1% ($599.3K/$1.2B)

46436E619

Shares:13.0K

Value:$563.0K

% of Portfolio:0.0% ($563.0K/$1.2B)

46435G243

Shares:21.3K

Value:$533.5K

% of Portfolio:0.0% ($533.5K/$1.2B)

37954Y715

Shares:18.0K

Value:$512.8K

% of Portfolio:0.0% ($512.8K/$1.2B)

46432F842

IEFA|46432F842

Shares:6.7K

Value:$509.0K

% of Portfolio:0.0% ($509.0K/$1.2B)

33734X192

Shares:4.9K

Value:$498.0K

% of Portfolio:0.0% ($498.0K/$1.2B)

81369Y308

Shares:6.1K

Value:$497.4K

% of Portfolio:0.0% ($497.4K/$1.2B)

921937835

BND|921937835

Shares:6.5K

Value:$473.9K

% of Portfolio:0.0% ($473.9K/$1.2B)

46434G103

IEMG|46434G103

Shares:8.1K

Value:$435.4K

% of Portfolio:0.0% ($435.4K/$1.2B)

921909768

VXUS|921909768

Shares:6.1K

Value:$375.8K

% of Portfolio:0.0% ($375.8K/$1.2B)

46436E742

Shares:9.6K

Value:$368.2K

% of Portfolio:0.0% ($368.2K/$1.2B)

81369Y506

Shares:3.8K

Value:$350.9K

% of Portfolio:0.0% ($350.9K/$1.2B)

09290C509

Shares:4.9K

Value:$298.9K

% of Portfolio:0.0% ($298.9K/$1.2B)

46432F834

IXUS|46432F834

Shares:4.1K

Value:$285.3K

% of Portfolio:0.0% ($285.3K/$1.2B)

78464A631

Shares:1.8K

Value:$281.7K

% of Portfolio:0.0% ($281.7K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46434V381)✕	12.5K	QoQ -1.51% (-192) YoY +55.55% (+4.5K)	All Managers (Combined)	$720.8K	0.1% ($720.8K/$1.2B)	QoQ -4.97% (-$37.7K) YoY +50.19% (+$240.9K)
(cusip46436E759)✕	10.7K	QoQ +13.46% (+1.3K) YoY +45.19% (+3.3K)	All Managers (Combined)	$719.5K	0.1% ($719.5K/$1.2B)	QoQ +18.24% (+$111.0K) YoY +43.51% (+$218.2K)
(cusip78464A367)✕	31.5K	QoQ +7.98% (+2.3K) YoY +52.78% (+10.9K)	All Managers (Combined)	$711.8K	0.1% ($711.8K/$1.2B)	QoQ +9.63% (+$62.6K) YoY +48.38% (+$232.1K)
(cusip81369Y704)✕	4.9K	QoQ -1.35% (-67) YoY -6.81% (-357)	All Managers (Combined)	$639.4K	0.1% ($639.4K/$1.2B)	QoQ -1.87% (-$12.2K) YoY -3.04% (-$20.1K)
(cusip78468R796)✕	13.4K	QoQ +22.73% (+2.5K) YoY +50.53% (+4.5K)	All Managers (Combined)	$611.5K	0.1% ($611.5K/$1.2B)	QoQ +16.61% (+$87.1K) YoY +60.90% (+$231.5K)
(cusip46138E537)✕	26.0K	QoQ +5.91% (+1.5K) YoY +68.37% (+10.6K)	All Managers (Combined)	$599.3K	0.1% ($599.3K/$1.2B)	QoQ +3.35% (+$19.4K) YoY +62.79% (+$231.2K)
(cusip46436E619)✕	13.0K	QoQ +12.82% (+1.5K) YoY +56.36% (+4.7K)	All Managers (Combined)	$563.0K	0.0% ($563.0K/$1.2B)	QoQ +15.05% (+$73.7K) YoY +58.14% (+$207.0K)
(cusip46435G243)✕	21.3K	QoQ -1.15% (-250) YoY +35.59% (+5.6K)	All Managers (Combined)	$533.5K	0.0% ($533.5K/$1.2B)	QoQ 0.00% (-$17) YoY +38.42% (+$148.1K)
(cusip37954Y715)✕	18.0K	QoQ -1.34% (-246) YoY +45.36% (+5.6K)	All Managers (Combined)	$512.8K	0.0% ($512.8K/$1.2B)	QoQ -12.12% (-$70.7K) YoY +30.06% (+$118.5K)
(IEFAcusip46432F842)	6.7K	QoQ +2.81% (+184) YoY +8.39% (+521)	All Managers (Combined)	$509.0K	0.0% ($509.0K/$1.2B)	QoQ +10.67% (+$49.1K) YoY +10.48% (+$48.3K)
(cusip33734X192)✕	4.9K	QoQ -2.44% (-122) YoY +24.29% (+952)	All Managers (Combined)	$498.0K	0.0% ($498.0K/$1.2B)	QoQ -16.26% (-$96.8K) YoY +32.92% (+$123.3K)
(cusip81369Y308)✕	6.1K	QoQ -1.83% (-114) YoY +17.88% (+924)	All Managers (Combined)	$497.4K	0.0% ($497.4K/$1.2B)	QoQ +1.99% (-$9.7K) YoY +26.09% (+$103.0K)
(BNDcusip921937835)	6.5K	QoQ -22.00% (-1.8K) YoY +2.16% (+137)	All Managers (Combined)	$473.9K	0.0% ($473.9K/$1.2B)	QoQ -20.32% (-$120.9K) YoY +3.32% (+$15.2K)
(IEMGcusip46434G103)	8.1K	QoQ +48.14% (+2.6K) YoY +67.66% (+3.3K)	All Managers (Combined)	$435.4K	0.0% ($435.4K/$1.2B)	QoQ +53.10% (+$151.0K) YoY +75.35% (+$187.1K)
(VXUScusip921909768)	6.1K	QoQ -5.00% (-319) YoY -22.98% (-1.8K)	All Managers (Combined)	$375.8K	0.0% ($375.8K/$1.2B)	QoQ +0.10% (-$406) YoY -20.68% (-$98.0K)
(cusip46436E742)✕	9.6K	QoQ +14.86% (+1.2K) YoY +42.67% (+2.9K)	All Managers (Combined)	$368.2K	0.0% ($368.2K/$1.2B)	QoQ +17.85% (+$55.8K) YoY +53.24% (+$127.9K)
(cusip81369Y506)✕	3.8K	QoQ -1.90% (-73) YoY NEW(+3.8K)	All Managers (Combined)	$350.9K	0.0% ($350.9K/$1.2B)	QoQ +7.00% (-$23.0K) YoY NEW(+$350.9K)
(cusip09290C509)✕	4.9K	QoQ -24.82% (-1.6K) YoY +31.48% (+1.2K)	All Managers (Combined)	$298.9K	0.0% ($298.9K/$1.2B)	QoQ -28.87% (-$121.4K) YoY +38.81% (+$83.6K)
(IXUScusip46432F834)	4.1K	QoQ NEW(+4.1K) YoY NEW(+4.1K)	All Managers (Combined)	$285.3K	0.0% ($285.3K/$1.2B)	QoQ NEW(+$285.3K) YoY NEW(+$285.3K)
(cusip78464A631)✕	1.8K	QoQ -3.25% (-59) YoY NEW(+1.8K)	All Managers (Combined)	$281.7K	0.0% ($281.7K/$1.2B)	QoQ -6.28% (-$18.9K) YoY NEW(+$281.7K)