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
$799M
AUM Growth
+$246M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
728
New
Increased
Reduced
Closed

Top Buys

1 +$58.3M
2 +$45.4M
3 +$38.2M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$35.7M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$25.6M

Sector Composition

1 Technology 1.6%
2 Communication Services 1.03%
3 Financials 0.78%
4 Consumer Staples 0.67%
5 Energy 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$10K ﹤0.01%
400
377
$10K ﹤0.01%
+1,265
378
$10K ﹤0.01%
+335
379
$10K ﹤0.01%
138
380
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123
381
$10K ﹤0.01%
539
382
$10K ﹤0.01%
336
383
$10K ﹤0.01%
115
+5
384
$9K ﹤0.01%
400
+200
385
$9K ﹤0.01%
278
386
$9K ﹤0.01%
171
387
$9K ﹤0.01%
400
388
$9K ﹤0.01%
595
389
$9K ﹤0.01%
248
390
$9K ﹤0.01%
451
391
$9K ﹤0.01%
111
392
$9K ﹤0.01%
238
393
$9K ﹤0.01%
170
+68
394
$9K ﹤0.01%
525
395
$9K ﹤0.01%
72
396
$9K ﹤0.01%
+2,000
397
$9K ﹤0.01%
325
398
$9K ﹤0.01%
338
+200
399
$8K ﹤0.01%
360
400
$8K ﹤0.01%
+300