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
$16.4B
AUM Growth
+$908M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,886
New
Increased
Reduced
Closed

Top Sells

1 +$490M
2 +$99.3M
3 +$18.2M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$11.1M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$8.58M

Sector Composition

1 Technology 4.37%
2 Financials 1.62%
3 Healthcare 1.49%
4 Consumer Staples 1.15%
5 Consumer Discretionary 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1701
$27.9K ﹤0.01%
782
+37
1702
$27.9K ﹤0.01%
800
1703
$27.7K ﹤0.01%
1,091
-17
1704
$27.7K ﹤0.01%
281
1705
$27.7K ﹤0.01%
932
+4
1706
$27.7K ﹤0.01%
378
+5
1707
$27.6K ﹤0.01%
409
1708
$27.6K ﹤0.01%
530
-164
1709
$27.6K ﹤0.01%
1,309
1710
$27.6K ﹤0.01%
650
1711
$27.6K ﹤0.01%
239
+6
1712
$27.5K ﹤0.01%
319
+63
1713
$27.4K ﹤0.01%
4,395
1714
$27.4K ﹤0.01%
737
1715
$27.4K ﹤0.01%
528
+135
1716
$27.3K ﹤0.01%
3,642
-106
1717
$27.3K ﹤0.01%
1,504
1718
$27.1K ﹤0.01%
1,800
1719
$27.1K ﹤0.01%
1,246
1720
$27.1K ﹤0.01%
1,826
+22
1721
$27.1K ﹤0.01%
1,785
+25
1722
$27.1K ﹤0.01%
618
1723
$27K ﹤0.01%
644
-5,627
1724
$27K ﹤0.01%
805
+12
1725
$26.9K ﹤0.01%
197
-2