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
1451
$16.8K ﹤0.01%
83
+11
1452
$16.8K ﹤0.01%
5,704
+1,450
1453
$16.8K ﹤0.01%
813
1454
$16.8K ﹤0.01%
689
-5
1455
$16.8K ﹤0.01%
960
1456
$16.7K ﹤0.01%
295
-389
1457
$16.7K ﹤0.01%
368
1458
$16.7K ﹤0.01%
500
1459
$16.7K ﹤0.01%
65
+53
1460
$16.6K ﹤0.01%
1,854
+39
1461
$16.6K ﹤0.01%
1,158
1462
$16.6K ﹤0.01%
271
+136
1463
$16.6K ﹤0.01%
101
+61
1464
$16.5K ﹤0.01%
300
-8
1465
$16.5K ﹤0.01%
711
-121
1466
$16.5K ﹤0.01%
1,478
+1,467
1467
$16.4K ﹤0.01%
588
-141
1468
$16.4K ﹤0.01%
498
+250
1469
$16.4K ﹤0.01%
194
1470
$16.3K ﹤0.01%
683
1471
$16.3K ﹤0.01%
261
+110
1472
$16.3K ﹤0.01%
113
+103
1473
$16.3K ﹤0.01%
46
+24
1474
$16.2K ﹤0.01%
2,000
1475
$16.2K ﹤0.01%
249
+12
57 58
59
60 61