AF

Allworth Financial Portfolio holdings

AUM $24.3B
1-Year Est. Return 15.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$269M
AUM Growth
+$4.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
652
New
Increased
Reduced
Closed

Top Buys

1 +$1.57M
2 +$1.54M
3 +$924K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$756K
5
ADVM
Adverum Biotechnologies
ADVM
+$754K

Sector Composition

1 Technology 4.11%
2 Communication Services 2.29%
3 Energy 2.08%
4 Financials 2.05%
5 Healthcare 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$17K 0.01%
+500
327
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+812
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337
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338
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339
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340
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341
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$15K 0.01%
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$15K 0.01%
+293