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
$281M
AUM Growth
+$839K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
682
New
Increased
Reduced
Closed

Top Buys

1 +$7.17M
2 +$3.13M
3 +$2.68M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.78M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.19M

Sector Composition

1 Technology 3.8%
2 Communication Services 2.38%
3 Financials 2.12%
4 Energy 1.71%
5 Consumer Staples 1.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$9K ﹤0.01%
580
+5
402
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307
403
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336
404
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405
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360
406
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200
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0
409
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111
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892
412
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413
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733
418
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882
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50
422
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112
+1
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68
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$7K ﹤0.01%
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425
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284