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
1751
$25.6K ﹤0.01%
1,228
+12
1752
$25.4K ﹤0.01%
200
-100
1753
$25.4K ﹤0.01%
1,098
1754
$25.4K ﹤0.01%
829
-4
1755
$25.4K ﹤0.01%
371
1756
$25.4K ﹤0.01%
662
+100
1757
$25.4K ﹤0.01%
1,123
+155
1758
$25.3K ﹤0.01%
2,596
-41
1759
$25.3K ﹤0.01%
791
+124
1760
$25.3K ﹤0.01%
1,149
-230
1761
$25.2K ﹤0.01%
582
-30
1762
$25.2K ﹤0.01%
174
+2
1763
$25.2K ﹤0.01%
755
1764
$25.2K ﹤0.01%
308
+33
1765
$25.2K ﹤0.01%
660
-17
1766
$25.2K ﹤0.01%
811
-15
1767
$25.1K ﹤0.01%
189
+14
1768
$25.1K ﹤0.01%
941
+8
1769
$25K ﹤0.01%
1,226
+4
1770
$24.9K ﹤0.01%
1,519
1771
$24.9K ﹤0.01%
669
-58
1772
$24.9K ﹤0.01%
557
+4
1773
$24.9K ﹤0.01%
1,007
-722
1774
$24.8K ﹤0.01%
226
-97
1775
$24.8K ﹤0.01%
398