AF

Allworth Financial Portfolio holdings

AUM $22.6B
1-Year Est. Return 12.81%
This Quarter Est. Return
1 Year Est. Return
+12.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.09B
AUM Growth
+$792M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,073
New
Increased
Reduced
Closed

Top Sells

1 +$339M
2 +$314M
3 +$6.85M
4
DVY icon
iShares Select Dividend ETF
DVY
+$4.88M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$3M

Sector Composition

1 Technology 1.09%
2 Communication Services 0.44%
3 Financials 0.42%
4 Energy 0.4%
5 Healthcare 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$13K ﹤0.01%
+202
477
$13K ﹤0.01%
175
-153
478
$13K ﹤0.01%
+456
479
$13K ﹤0.01%
300
480
$13K ﹤0.01%
843
481
$13K ﹤0.01%
800
482
$13K ﹤0.01%
+291
483
$13K ﹤0.01%
522
484
$13K ﹤0.01%
98
485
$13K ﹤0.01%
111
486
$13K ﹤0.01%
315
487
$13K ﹤0.01%
68
488
$13K ﹤0.01%
118
489
$13K ﹤0.01%
93
490
$12K ﹤0.01%
373
491
$12K ﹤0.01%
1,000
492
$12K ﹤0.01%
296
+219
493
$12K ﹤0.01%
200
494
$12K ﹤0.01%
+107
495
$12K ﹤0.01%
88
496
$12K ﹤0.01%
117
497
$12K ﹤0.01%
124
498
$12K ﹤0.01%
641
499
$12K ﹤0.01%
336
500
$12K ﹤0.01%
314