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Miteshkumar D. Patel

Ally Invest Advisors Inc.

Assets Managed
$1.486B
Holdings
75
Last Quarter
2026 - Q1
Filed Date
1mo 24d ago
Growth Rate
2.54%(2Q avg: 3.25%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in Ally Invest Advisors Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 75 positions.

Assets under management

The assets under management (AUM) of Ally Invest Advisors Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.486B in assets, with a quarterly growth rate of 2.54% and a 2-quarter average growth rate of 3.25%. The portfolio is managed by Miteshkumar D. Patel, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 4.31%
22.49%
$334.01M
511,337 shares@ $653.21 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Decreased -1.02%
19.66%
$292.034M
4.557M shares@ $64.08 avg price
BNDX
Vanguard Total Intl Bond Etf
Recent Activity
Increased 8.02%
8.22%
$122.041M
2.54M shares@ $48.05 avg price
IEF
Ishares 7-10 Year Treasury B
Recent Activity
Increased 7.18%
6.88%
$102.135M
1.07M shares@ $95.44 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 3%
6.64%
$98.607M
1.46M shares@ $67.53 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Increased 1.53%
5.16%
$76.618M
1.418M shares@ $54.05 avg price
VMBS
Vanguard Mortgage-backed Sec
Recent Activity
Increased 7.52%
4.59%
$68.182M
1.452M shares@ $46.95 avg price
IGIB
Ishares 5-10y Inv Grade Corp
Recent Activity
Increased 8.34%
4.05%
$60.112M
1.129M shares@ $53.22 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Increased 3.51%
3.45%
$51.225M
412,076 shares@ $124.31 avg price
ESGU
Ishares Esg Aware Msci Usa
Recent Activity
Increased 3.84%
3.32%
$49.243M
348,203 shares@ $141.42 avg price

1-10 of 75