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
$2.62B
AUM Growth
+$57.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,068
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$27.7M
3
+$15.9M
4
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$12.7M
5
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$9.8M

Top Sells

1
+$47.9M
2
+$28M
3
+$4.19M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.5M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$947K

Sector Composition

1 Technology 1.76%
2 Communication Services 0.88%
3 Financials 0.45%
4 Healthcare 0.35%
5 Consumer Staples 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$72K ﹤0.01%
767
+3
277
$72K ﹤0.01%
2,545
+308
278
$72K ﹤0.01%
473
-173
279
$72K ﹤0.01%
372
+67
280
$71K ﹤0.01%
459
281
$71K ﹤0.01%
790
+1
282
$70K ﹤0.01%
254
283
$69K ﹤0.01%
1,614
-207
284
$69K ﹤0.01%
35
285
$68K ﹤0.01%
3,349
286
$66K ﹤0.01%
699
+656
287
$64K ﹤0.01%
2,330
288
$64K ﹤0.01%
1,788
+6
289
$64K ﹤0.01%
1,415
290
$63K ﹤0.01%
4,698
291
$63K ﹤0.01%
+951
292
$62K ﹤0.01%
1,083
+5
293
$60K ﹤0.01%
741
+1
294
$60K ﹤0.01%
4,882
295
$60K ﹤0.01%
12,635
+164
296
$59K ﹤0.01%
347
+56
297
$59K ﹤0.01%
386
+92
298
$59K ﹤0.01%
2,458
299
$58K ﹤0.01%
270
+1
300
$58K ﹤0.01%
1,978
10 11
12
13 14