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

Top Buys

1 +$183M
2 +$149M
3 +$100M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$70.8M
5
AVUS icon
Avantis US Equity ETF
AVUS
+$70.2M

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
1576
$10K ﹤0.01%
542
1577
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402
1578
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214
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125
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1581
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100
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+300
1583
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+154
1584
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265
+5
1585
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+501
1586
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646
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1590
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2,187
+1,266
1591
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203
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1593
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1,085
+585
1594
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158
+26
1595
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1,115
1596
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119
1597
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+449
1598
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198
+2
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270
1600
$9K ﹤0.01%
+750