Ally Invest Advisors Inc.

Ally Invest Advisors Inc. (CIK 0001706013, AUM $1.49B, WhaleScore 75.50, 75 holdings) filed March 31, 2026 with the most homogeneous quarter in the current dataset: a single change — selling Global X Robotics & AI (BOTZ, $714K) and buying iShares ESG Aware USD Corporate Bond (EUSB, $680K) — coupled with a core portfolio that shifted only microscopically. The core is an institutional-grade ETF mix: IVV (S&P 500) 22.5% ($334M, +4.3% share), VEA (Tax-Managed International) 19.7% ($292M, –1.0%), BNDX (Total International Bond) 8.2% ($122M, +8.0%), IEF (7–10yr Treasury) 6.9% ($102M, +7.2%), IJH (S&P Mid-Cap) 6.6% ($99M, +3.0%), VWO (FTSE Emerging Markets) 5.2% ($77M, +1.5%), VMBS (Mortgage-Backed) 4.6% ($68M, +7.5%), IGIB (IG Corporate Bond) 4.0% ($60M, +8.3%), IJR (Russell 2000) 3.4% ($51M, +3.5%), ESGU (MSCI USA ESG) 3.3% ($49M, +14.0%), SCHV (Schwab US Large-Cap Value) 2.0%, ESGD (MSCI EAFE ESG) 1.9%, SCHG (Large-Cap Growth) 1.8%, MUB (Municipal) 1.8%, AGG (Aggregate Bond) 1.4%. The suite of small satellite positions runs the full ESG/factor spectrum: VOE (large-cap value), VOT (large-cap growth), ESGE (EM ESG), ESML (US ESG small/mid), VYM (High Dividend), IGSB (Short-Term IG Corp), VBK/VBR (small growth/value), SKYY (cloud), SPYB (long-term bond), SPYX (clean energy), CRBN (carbon reduction), EAGG (ESG Aware Aggressive), PZA (Preferred), XLE/XLB/XLF/XLI/XLP/XLRE/XLV/XLY/XLC/XLK (SPDR sectors — all reduced by 1–4%), IEFA/IXUS/DMXF (international slices), SCHD (dividend), USXF (US factor). The single-trade biosell of BOTZ removes a thematic robotics/AI ETF that had been a $714K position — a deliberate reduction from a sector that peaked retail interest in 2023–2024; replaced by EUSB (iShares ESG Corporate Bond, $680K) which gives ESG-rated investment-grade corporate credit exposure within the bond sleeve. Honest read: a sophisticated, index-heavy RIA with a pronounced ESG and factor-tilt satellite executing a 'maintenance quarter' — no meaningful rotation, no dramatic calls — consistent with a manager who believes broad-market indexing at low cost with subtle ESG/credit/duration tilts is the appropriate long-term policy for retail advisory clients. The quarter's only meaningful signal is the BOTZ exit (robotics de-rotation) and the EUSB opening (ESG fixed-income addition), both minor.