AF

Allworth Financial Portfolio holdings

AUM $24.3B
1-Year Est. Return 15.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$20.8B
AUM Growth
+$3.11B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,689
New
Increased
Reduced
Closed

Top Buys

1 +$114M
2 +$82.1M
3 +$43.9M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$32.3M
5
MSFT icon
Microsoft
MSFT
+$30.6M

Sector Composition

1 Technology 6.68%
2 Financials 2.92%
3 Healthcare 1.88%
4 Industrials 1.82%
5 Consumer Discretionary 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2951
$8.76K ﹤0.01%
272
+1
2952
$8.75K ﹤0.01%
203
-33
2953
$8.74K ﹤0.01%
195
+1
2954
$8.72K ﹤0.01%
220
2955
$8.72K ﹤0.01%
2,388
+887
2956
$8.71K ﹤0.01%
551
+166
2957
$8.69K ﹤0.01%
+1,250
2958
$8.68K ﹤0.01%
1,230
+579
2959
$8.68K ﹤0.01%
319
+6
2960
$8.64K ﹤0.01%
+111
2961
$8.6K ﹤0.01%
309
+4
2962
$8.6K ﹤0.01%
332
+323
2963
$8.59K ﹤0.01%
17,178
+16,935
2964
$8.56K ﹤0.01%
53
-15
2965
$8.54K ﹤0.01%
410
+133
2966
$8.52K ﹤0.01%
200
2967
$8.51K ﹤0.01%
76
+26
2968
$8.5K ﹤0.01%
597
2969
$8.48K ﹤0.01%
355
+39
2970
$8.45K ﹤0.01%
132
2971
$8.44K ﹤0.01%
+1,000
2972
$8.42K ﹤0.01%
631
+261
2973
$8.42K ﹤0.01%
201
+35
2974
$8.41K ﹤0.01%
576
+13
2975
$8.34K ﹤0.01%
105
+54