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
3526
$297 ﹤0.01%
+19
3527
$296 ﹤0.01%
115
3528
$293 ﹤0.01%
8
3529
$292 ﹤0.01%
162
3530
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7
3531
$283 ﹤0.01%
13
-19
3532
$280 ﹤0.01%
10
3533
$276 ﹤0.01%
+25
3534
$276 ﹤0.01%
3
3535
$276 ﹤0.01%
15
3536
$275 ﹤0.01%
80
3537
$274 ﹤0.01%
+16
3538
$274 ﹤0.01%
10
3539
$273 ﹤0.01%
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3540
$273 ﹤0.01%
344
3541
$271 ﹤0.01%
21
-16
3542
$270 ﹤0.01%
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3543
$267 ﹤0.01%
100
3544
$267 ﹤0.01%
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3545
$267 ﹤0.01%
+10
3546
$266 ﹤0.01%
+7
3547
$263 ﹤0.01%
100
3548
$260 ﹤0.01%
+14
3549
$256 ﹤0.01%
+10
3550
$255 ﹤0.01%
+7