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
1526
$14.8K ﹤0.01%
206
-45
1527
$14.7K ﹤0.01%
1,065
1528
$14.7K ﹤0.01%
379
+363
1529
$14.6K ﹤0.01%
1,263
1530
$14.5K ﹤0.01%
292
1531
$14.5K ﹤0.01%
1,427
+1,416
1532
$14.5K ﹤0.01%
+639
1533
$14.5K ﹤0.01%
316
1534
$14.5K ﹤0.01%
469
1535
$14.4K ﹤0.01%
563
+13
1536
$14.4K ﹤0.01%
1,164
-118
1537
$14.4K ﹤0.01%
1,268
1538
$14.4K ﹤0.01%
3,714
+3,329
1539
$14.4K ﹤0.01%
507
-2
1540
$14.4K ﹤0.01%
445
1541
$14.4K ﹤0.01%
306
1542
$14.3K ﹤0.01%
1,000
1543
$14.3K ﹤0.01%
211
+210
1544
$14.3K ﹤0.01%
287
+13
1545
$14.3K ﹤0.01%
803
1546
$14.3K ﹤0.01%
931
-10
1547
$14.3K ﹤0.01%
393
-47
1548
$14.3K ﹤0.01%
179
-22
1549
$14.2K ﹤0.01%
456
+434
1550
$14.2K ﹤0.01%
221
60 61
62
63 64