Ally Invest Advisors Inc.

RIA/Wealth

Ally Invest Advisors Inc. is a RIA/Wealth based in Charlotte, NC led by Miteshkumar D Patel, managing $1.4B across 77 long positions as of Q3 2025 with 99% ETF concentration, 84% concentrated in top 10 holdings, and 23% allocation to IVV.

PresidentMiteshkumar D Patel

Portfolio Value: $1.4B
Positions: 77
Top Holding: IVV at 23.36%
Last Reported: Q3 2025

Address601 S. Tryon Street, Suite 100, Charlotte, NC, 28202, United States

Top Holdings

Largest long holdings in Ally Invest Advisors Inc.'s portfolio (84.2% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 iShares Core S&P 500 ETF IVV	ETF ETF	$325.7M	23.36%	+$3.3M Bought	— 486.6K shares	Q4 2018 Held for 6y 11m
2 Vanguard FTSE Developed Markets VEA	ETF ETF	$274.1M	19.66%	+$5.0M Bought	— 4.6M shares	Q4 2018 Held for 6y 11m
3 Vanguard Total International Bond BNDX	ETF ETF	$108.7M	7.80%	+$6.7M Bought	— 2.2M shares	Q4 2018 Held for 6y 11m
4 iShares 7-10 Year Treasury Bond IEF	ETF ETF	$91.3M	6.55%	+$4.7M Bought	— 946.3K shares	Q4 2018 Held for 6y 11m
5 iShares Core S&P Mid-Cap ETF IJH	ETF ETF	$89.7M	6.44%	+$2.3M Bought	— 1.4M shares	Q4 2018 Held for 6y 11m
6 Vanguard FTSE Emerging Markets VWO	ETF ETF	$74.6M	5.35%	+$1.7M Bought	— 1.4M shares	Q4 2018 Held for 6y 11m
7 Vanguard Mortgage-Backed Securities VMBS	ETF ETF	$60.9M	4.37%	+$3.0M Bought	— 1.3M shares	Q4 2018 Held for 6y 11m
8 iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB	ETF ETF	$54.4M	3.90%	+$2.4M Bought	— 1.0M shares	Q4 2018 Held for 6y 11m
9 iShares ESG Aware MSCI USA ETF ESGU	ETF ETF	$48.6M	3.49%	+$216.5K Bought	— 333.9K shares	Q4 2022 Held for 2y 11m
10 iShares Core S&P Small-Cap ETF IJR	ETF ETF	$46.2M	3.32%	+$1.2M Bought	— 389.0K shares	Q4 2018 Held for 6y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Ally Invest Advisors Inc.'s latest filing

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Market Value

$1.4B

Prior: $1.3B

Q/Q Change

+8.65%

+$111.0M

Net Flows % of MV

+3.21%

Turnover Ratio

1.61%

New Purchases

2 stocks

$439.4K

Added To

66 stocks

+$44.4M

Sold Out Of

0 stocks

Reduced Holdings

9 stocks

-$111.1K

Increased Positions

Position	Shares Δ	Change
1 iShares Genomics Immunology and Healthcare IDNA	New	0 → 9.6K +$225.6K
2 Vanguard Information Technology VGT	New	0 → 286.0 +$213.8K
3 iShares Core MSCI Total International Stock IXUS	+56.42%	4.6K → 7.2K +$214.5K
4 Vanguard Total Stock Market VTI	+21.28%	4.7K → 5.7K +$327.9K
5 XLV Health Care Select Sector SPDR Fund XLV	+16.38%	7.4K → 8.6K +$168.0K

Decreased Positions

Position	Shares Δ	Change
1 ALPS Medical Breakthroughs SBIO	-5.25%	6.7K → 6.3K −$13.6K
2 EUSB iShares ESG Advanced Total USD Bond Market EUSB	-3.36%	15.7K → 15.2K −$23.1K
3 iShares S&P Mid-Cap 400 Growth IJK	-2.61%	3.6K → 3.5K −$8.9K
4 iShares Core MSCI Emerging Markets IEMG	-2.54%	9.3K → 9.1K −$15.6K
5 IJJ iShares S&P Mid-Cap 400 Value ETF IJJ	-2.11%	3.8K → 3.7K −$10.5K