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
1751
$8.04K ﹤0.01%
21
+1
1752
$8K ﹤0.01%
300
1753
$7.99K ﹤0.01%
70
+69
1754
$7.97K ﹤0.01%
432
1755
$7.9K ﹤0.01%
1,101
+1
1756
$7.9K ﹤0.01%
175
1757
$7.9K ﹤0.01%
549
1758
$7.88K ﹤0.01%
+728
1759
$7.85K ﹤0.01%
+200
1760
$7.81K ﹤0.01%
203
+26
1761
$7.8K ﹤0.01%
1,000
1762
$7.76K ﹤0.01%
145
1763
$7.73K ﹤0.01%
190
-6
1764
$7.68K ﹤0.01%
284
+8
1765
$7.66K ﹤0.01%
335
-4
1766
$7.66K ﹤0.01%
149
-152
1767
$7.63K ﹤0.01%
73
+30
1768
$7.61K ﹤0.01%
885
1769
$7.61K ﹤0.01%
266
+175
1770
$7.58K ﹤0.01%
10
1771
$7.58K ﹤0.01%
955
+335
1772
$7.57K ﹤0.01%
2,287
+656
1773
$7.55K ﹤0.01%
299
-421
1774
$7.55K ﹤0.01%
43
-5
1775
$7.54K ﹤0.01%
287
+18
69 70
71
72 73