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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
$1.13B
AUM Growth
+$69.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
887
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$15.2M
3
+$4.43M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.65M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.54M

Top Sells

1
+$2.3M
2
+$767K
3
+$643K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$624K
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$424K

Sector Composition

1 Technology 1.48%
2 Communication Services 0.79%
3 Financials 0.66%
4 Healthcare 0.59%
5 Energy 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$1K ﹤0.01%
13
702
$1K ﹤0.01%
54
703
$1K ﹤0.01%
+23
704
$1K ﹤0.01%
+143
705
$1K ﹤0.01%
44
+16
706
$1K ﹤0.01%
22
707
$1K ﹤0.01%
+19
708
$1K ﹤0.01%
10
709
$1K ﹤0.01%
100
710
$1K ﹤0.01%
62
711
$1K ﹤0.01%
7
712
$1K ﹤0.01%
19
713
$1K ﹤0.01%
15
714
$1K ﹤0.01%
16
715
$1K ﹤0.01%
27
716
$1K ﹤0.01%
2
717
$1K ﹤0.01%
+52
718
$1K ﹤0.01%
38
719
$1K ﹤0.01%
17
720
$1K ﹤0.01%
6
721
$1K ﹤0.01%
51
+1
722
$1K ﹤0.01%
211
723
$1K ﹤0.01%
500
724
$1K ﹤0.01%
36
725
$1K ﹤0.01%
26
27 28
29
30 31