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
$3.81B
AUM Growth
+$492M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,486
New
Increased
Reduced
Closed

Top Buys

1 +$131M
2 +$118M
3 +$79.6M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$76.8M
5
BND icon
Vanguard Total Bond Market
BND
+$41.1M

Sector Composition

1 Technology 1.7%
2 Financials 0.79%
3 Communication Services 0.62%
4 Real Estate 0.5%
5 Healthcare 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
901
$8K ﹤0.01%
686
902
$8K ﹤0.01%
184
903
$8K ﹤0.01%
+200
904
$8K ﹤0.01%
159
905
$8K ﹤0.01%
255
906
$7K ﹤0.01%
177
+1
907
$7K ﹤0.01%
+225
908
$7K ﹤0.01%
+100
909
$7K ﹤0.01%
527
910
$7K ﹤0.01%
371
911
$7K ﹤0.01%
75
912
$7K ﹤0.01%
61
913
$7K ﹤0.01%
72
914
$7K ﹤0.01%
212
-241
915
$7K ﹤0.01%
561
+4
916
$7K ﹤0.01%
145
917
$7K ﹤0.01%
175
918
$7K ﹤0.01%
197
919
$7K ﹤0.01%
+210
920
$7K ﹤0.01%
+86
921
$7K ﹤0.01%
794
+12
922
$7K ﹤0.01%
348
923
$7K ﹤0.01%
+267
924
$7K ﹤0.01%
182
925
$7K ﹤0.01%
+550