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
$3.81B
AUM Growth
+$492M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,486
New
Increased
Reduced
Closed

Top Buys

1 +$131M
2 +$118M
3 +$79.6M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$76.8M
5
BND icon
Vanguard Total Bond Market
BND
+$41.1M

Sector Composition

1 Technology 1.7%
2 Financials 0.79%
3 Communication Services 0.62%
4 Real Estate 0.5%
5 Healthcare 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1476
-33
1477
$0 ﹤0.01%
1
1478
-109
1479
$0 ﹤0.01%
33
1480
$0 ﹤0.01%
+3
1481
$0 ﹤0.01%
100
1482
$0 ﹤0.01%
+3
1483
$0 ﹤0.01%
1
1484
0
1485
$0 ﹤0.01%
5
1486
$0 ﹤0.01%
10