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
401
$8K ﹤0.01%
108
402
$8K ﹤0.01%
399
403
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202
+2
404
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+2,000
405
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+500
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0
407
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408
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236
409
0
410
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721
-172
411
$8K ﹤0.01%
135
412
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255
413
$7K ﹤0.01%
733
414
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100
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100
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882
417
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100
418
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413
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419
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114
+1
420
$7K ﹤0.01%
150
421
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641
422
$7K ﹤0.01%
138
423
$7K ﹤0.01%
280
424
$6K ﹤0.01%
206
425
$6K ﹤0.01%
+125