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
1451
$8K ﹤0.01%
+700
1452
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+471
1453
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300
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+156
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+254
1458
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+391
1459
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112
1460
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129
-1
1461
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270
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+421
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1469
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+94
1471
$8K ﹤0.01%
+47
1472
$8K ﹤0.01%
85
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82
1474
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503
1475
$8K ﹤0.01%
146