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AF

Allworth Financial Portfolio holdings

AUM $24.6B
1-Year Est. Return 15.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.56%
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

Top Sells

1
+$360K
2
+$331K
3
+$159K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$159K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$150K

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
551
$2K ﹤0.01%
1,000
552
$2K ﹤0.01%
+230
553
$2K ﹤0.01%
100
554
$2K ﹤0.01%
17
555
$2K ﹤0.01%
50
556
– –
0
557
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325
558
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50
559
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48
560
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100
561
$2K ﹤0.01%
107
+1
562
$1K ﹤0.01%
194
563
$1K ﹤0.01%
82
564
$1K ﹤0.01%
350
565
$1K ﹤0.01%
120
566
– –
0
567
$1K ﹤0.01%
20
568
$1K ﹤0.01%
25
569
$1K ﹤0.01%
77
570
$1K ﹤0.01%
20
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$1K ﹤0.01%
20
572
$1K ﹤0.01%
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573
$1K ﹤0.01%
100
574
$1K ﹤0.01%
50
575
$1K ﹤0.01%
20
21 22
23
24 25