AF

Allworth Financial Portfolio holdings

AUM $24.3B
1-Year Est. Return 15.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.76%
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 +$85.2M
2 +$70.5M
3 +$66.2M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$46.2M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$38.2M

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
1476
$8K ﹤0.01%
1,000
1477
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324
-60
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+1,068
1479
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182
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2,054
1481
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+64
1482
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+81
1483
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39
1484
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1485
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166
1486
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125
1487
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52
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828
+16
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1490
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404
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1494
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1495
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+50
1496
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45
1497
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1498
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78
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371
1500
$7K ﹤0.01%
76
+40