AF

Allworth Financial Portfolio holdings

AUM $24.3B
1-Year Est. Return 15.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.76%
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 +$85.2M
2 +$70.5M
3 +$66.2M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$46.2M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$38.2M

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
1426
$9K ﹤0.01%
500
1427
$9K ﹤0.01%
+216
1428
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118
-196
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+190
1431
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+195
1433
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1434
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1435
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1436
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1437
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1439
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+1,234
1440
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+84
1441
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+324
1442
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+272
1443
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409
+393
1444
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158
1445
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1446
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120
1447
$8K ﹤0.01%
+195
1448
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+95
1449
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1450
$8K ﹤0.01%
+47