AF

Allworth Financial Portfolio holdings

AUM $20.8B
1-Year Est. Return 12.38%
This Quarter Est. Return
1 Year Est. Return
+12.38%
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
3401
$529 ﹤0.01%
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3402
$528 ﹤0.01%
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3403
$526 ﹤0.01%
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3404
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3405
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3408
$519 ﹤0.01%
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3409
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3410
$514 ﹤0.01%
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3411
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3412
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3413
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3414
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3415
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3416
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3417
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3421
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3422
$483 ﹤0.01%
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3423
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3424
$481 ﹤0.01%
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3425
$480 ﹤0.01%
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