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
$2.21B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,045
New
Increased
Reduced
Closed

Top Buys

1
+$41.5M
2
+$40.3M
3
+$36.8M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$14.2M
5
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$13.4M

Top Sells

1
+$36.9M
2
+$22.9M
3
+$21.9M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$20.1M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$12.1M

Sector Composition

1 Technology 1.17%
2 Financials 0.45%
3 Communication Services 0.44%
4 Healthcare 0.42%
5 Energy 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$2K ﹤0.01%
28
-49
777
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50
778
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60
779
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700
780
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8
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24
782
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783
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72
784
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785
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13
786
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787
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100
788
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47
789
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18
790
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8
791
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42
792
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90
793
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29
794
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795
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16
796
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24
797
$2K ﹤0.01%
157
798
$2K ﹤0.01%
13
799
$2K ﹤0.01%
7
800
$2K ﹤0.01%
16
30 31
32
33 34