AF

Allworth Financial Portfolio holdings

AUM $22.6B
1-Year Est. Return 12.81%
This Quarter Est. Return
1 Year Est. Return
+12.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$16.4B
AUM Growth
+$908M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,886
New
Increased
Reduced
Closed

Top Sells

1 +$490M
2 +$99.3M
3 +$18.2M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$11.1M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$8.58M

Sector Composition

1 Technology 4.37%
2 Financials 1.62%
3 Healthcare 1.49%
4 Consumer Staples 1.15%
5 Consumer Discretionary 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2551
$5.17K ﹤0.01%
108
2552
$5.17K ﹤0.01%
552
+312
2553
$5.14K ﹤0.01%
121
2554
$5.13K ﹤0.01%
316
2555
$5.11K ﹤0.01%
145
+3
2556
$5.09K ﹤0.01%
44
-11
2557
$5.07K ﹤0.01%
609
2558
$5.04K ﹤0.01%
125
2559
$5.04K ﹤0.01%
320
2560
$5.04K ﹤0.01%
69
+16
2561
$5.03K ﹤0.01%
964
+69
2562
$5.01K ﹤0.01%
100
+37
2563
$5.01K ﹤0.01%
50
2564
$5.01K ﹤0.01%
31
+10
2565
$5.01K ﹤0.01%
207
+19
2566
$5K ﹤0.01%
97
+84
2567
$4.99K ﹤0.01%
129
2568
$4.96K ﹤0.01%
646
+399
2569
$4.96K ﹤0.01%
610
+39
2570
$4.94K ﹤0.01%
119
-426
2571
$4.91K ﹤0.01%
259
-201
2572
$4.9K ﹤0.01%
725
+253
2573
$4.9K ﹤0.01%
116
2574
$4.85K ﹤0.01%
259
+1
2575
$4.84K ﹤0.01%
51