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
1426
$9K ﹤0.01%
500
1427
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+216
1428
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118
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1431
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+195
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1434
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1435
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1436
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1439
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+1,234
1440
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1441
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1442
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1443
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409
+393
1444
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392
1445
$8K ﹤0.01%
79
+61
1446
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119
+114
1447
$8K ﹤0.01%
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1448
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236
+12
1449
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1450
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199
+2