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
$7.31B
AUM Growth
-$535M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,998
New
Increased
Reduced
Closed

Top Buys

1 +$183M
2 +$147M
3 +$92.7M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$65M
5
AVUS icon
Avantis US Equity ETF
AVUS
+$64.3M

Top Sells

1 +$95M
2 +$80M
3 +$68.5M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$44M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$26.8M

Sector Composition

1 Technology 2.43%
2 Financials 1.13%
3 Healthcare 0.94%
4 Industrials 0.72%
5 Communication Services 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1451
$13K ﹤0.01%
+361
1452
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221
1453
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688
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192
+11
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182
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600
1464
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+166
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195
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1468
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140
+10
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273
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+798
1471
$13K ﹤0.01%
582
+575
1472
$13K ﹤0.01%
+694
1473
$13K ﹤0.01%
+3,182
1474
$13K ﹤0.01%
+424
1475
$13K ﹤0.01%
1,806
-902