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
1651
$11.4K ﹤0.01%
810
-1,920
1652
$11.3K ﹤0.01%
166
+160
1653
$11.3K ﹤0.01%
+400
1654
$11.3K ﹤0.01%
316
1655
$11.3K ﹤0.01%
430
+101
1656
$11.2K ﹤0.01%
400
-35
1657
$11.2K ﹤0.01%
249
+24
1658
$11.1K ﹤0.01%
402
-165
1659
$11K ﹤0.01%
+550
1660
$10.9K ﹤0.01%
400
+100
1661
$10.9K ﹤0.01%
235
1662
$10.9K ﹤0.01%
527
+409
1663
$10.8K ﹤0.01%
350
1664
$10.7K ﹤0.01%
183
+33
1665
$10.7K ﹤0.01%
110
-9
1666
$10.7K ﹤0.01%
600
1667
$10.6K ﹤0.01%
457
+9
1668
$10.6K ﹤0.01%
861
+6
1669
$10.6K ﹤0.01%
265
-116
1670
$10.6K ﹤0.01%
1,649
1671
$10.5K ﹤0.01%
188
-9
1672
$10.5K ﹤0.01%
115
-7
1673
$10.5K ﹤0.01%
131
1674
$10.5K ﹤0.01%
1,686
1675
$10.4K ﹤0.01%
177
65 66
67
68 69