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
$9.03B
AUM Growth
+$1.11B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,298
New
Increased
Reduced
Closed

Top Buys

1
+$368M
2
+$246M
3
+$80.9M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$74.4M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$42.7M

Top Sells

1
+$355M
2
+$26.2M
3
+$18.6M
4
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$14.9M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$12M

Sector Composition

1 Technology 2.03%
2 Financials 1.1%
3 Healthcare 0.93%
4 Industrials 0.77%
5 Consumer Staples 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$27.9K ﹤0.01%
1,221
-12
1227
$27.5K ﹤0.01%
402
1228
$27.5K ﹤0.01%
800
1229
$27.4K ﹤0.01%
318
-4
1230
$27.4K ﹤0.01%
3,773
+870
1231
$27.3K ﹤0.01%
586
+98
1232
$27.3K ﹤0.01%
500
1233
$27.2K ﹤0.01%
996
+965
1234
$27K ﹤0.01%
391
-17
1235
$27K ﹤0.01%
236
-19
1236
$27K ﹤0.01%
713
+47
1237
$26.8K ﹤0.01%
980
+30
1238
$26.6K ﹤0.01%
454
+2
1239
$26.6K ﹤0.01%
262
1240
$26.4K ﹤0.01%
660
+173
1241
$26.3K ﹤0.01%
1,742
+347
1242
$26.3K ﹤0.01%
114
1243
$26.2K ﹤0.01%
556
+3
1244
$25.9K ﹤0.01%
88
+55
1245
$25.8K ﹤0.01%
1,447
-111
1246
$25.7K ﹤0.01%
+2,089
1247
$25.7K ﹤0.01%
2,552
+39
1248
$25.7K ﹤0.01%
600
-88
1249
$25.6K ﹤0.01%
625
-218
1250
$25.5K ﹤0.01%
373
+141
48 49
50
51 52