AF

Allworth Financial Portfolio holdings

AUM $20.8B
1-Year Est. Return 12.38%
This Quarter Est. Return
1 Year Est. Return
+12.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.05B
AUM Growth
+$1.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,228
New
Increased
Reduced
Closed

Top Buys

1 +$88.2M
2 +$70.3M
3 +$65.9M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$46.7M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$37.9M

Sector Composition

1 Technology 2.17%
2 Financials 0.93%
3 Consumer Discretionary 0.63%
4 Healthcare 0.61%
5 Communication Services 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1326
$12K ﹤0.01%
770
1327
$12K ﹤0.01%
2
1328
$12K ﹤0.01%
1,479
1329
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166
1330
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452
+109
1331
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+1,437
1332
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286
1333
$12K ﹤0.01%
1,000
1334
$12K ﹤0.01%
552
1335
$12K ﹤0.01%
114
1336
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629
1337
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+1,130
1338
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253
+3
1339
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91
1340
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136
-62
1341
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100
1342
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646
+386
1343
$12K ﹤0.01%
356
1344
$12K ﹤0.01%
+1,000
1345
$11K ﹤0.01%
96
1346
$11K ﹤0.01%
118
1347
$11K ﹤0.01%
230
1348
$11K ﹤0.01%
400
1349
$11K ﹤0.01%
404
1350
$11K ﹤0.01%
214