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
$1.06B
AUM Growth
+$75.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
881
New
Increased
Reduced
Closed

Top Sells

1 +$59.4M
2 +$49.4M
3 +$18.4M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$14.8M
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$7.44M

Sector Composition

1 Technology 1.52%
2 Communication Services 0.9%
3 Financials 0.64%
4 Energy 0.62%
5 Consumer Staples 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$6K ﹤0.01%
+238
502
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503
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508
0
509
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512
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100
522
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101
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550
-1,900
525
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267
+25