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
1426
$17.6K ﹤0.01%
767
+552
1427
$17.5K ﹤0.01%
563
-120
1428
$17.5K ﹤0.01%
515
1429
$17.3K ﹤0.01%
347
+3
1430
$17.3K ﹤0.01%
424
+10
1431
$17.3K ﹤0.01%
3,430
+1,414
1432
$17.3K ﹤0.01%
519
+102
1433
$17.2K ﹤0.01%
371
+51
1434
$17.2K ﹤0.01%
722
-65
1435
$17.2K ﹤0.01%
2,854
+522
1436
$17.2K ﹤0.01%
188
+19
1437
$17.1K ﹤0.01%
1,655
+460
1438
$17.1K ﹤0.01%
428
-14,779
1439
$17.1K ﹤0.01%
1,790
1440
$17.1K ﹤0.01%
500
+44
1441
$17K ﹤0.01%
299
+86
1442
$17K ﹤0.01%
238
+142
1443
$17K ﹤0.01%
236
1444
$17K ﹤0.01%
81
1445
$16.9K ﹤0.01%
3,044
+36
1446
$16.9K ﹤0.01%
1,960
1447
$16.9K ﹤0.01%
222
-45
1448
$16.9K ﹤0.01%
87
-1
1449
$16.9K ﹤0.01%
250
-927
1450
$16.8K ﹤0.01%
7,015
56 57
58
59 60