AF
Allworth Financial Portfolio holdings
AUM
$20.8B
1-Year Return
12.38%
This Quarter Return
+2.11%
1 Year Return
+12.38%
3 Year Return
+38.45%
5 Year Return
+53.41%
10 Year Return
+94.66%
AUM
$892M
AUM Growth
+$92.9M
(+12%)
Cap. Flow
+$76.9M
Cap. Flow
% of AUM
8.62%
Top 10 Holdings %
Top 10 Hldgs %
87.86%
Holding
739
New
78
Increased
137
Reduced
100
Closed
48
Top Buys
Top Sells
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$16.8M |
| 2 |
iShares TIPS Bond ETF
TIP
|
$12.7M |
| 3 |
SPDR S&P Emerging Markets Small Cap ETF
EWX
|
$5.79M |
| 4 |
Vanguard Real Estate ETF
VNQ
|
$4.9M |
| 5 |
iShares Core MSCI Total International Stock ETF
IXUS
|
$4.28M |
Sector Composition
| 1 | Technology | 1.39% |
| 2 | Communication Services | 1.03% |
| 3 | Financials | 0.69% |
| 4 | Consumer Staples | 0.63% |
| 5 | Healthcare | 0.62% |
