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
1776
$24.8K ﹤0.01%
811
-30
1777
$24.8K ﹤0.01%
8,874
+3,548
1778
$24.7K ﹤0.01%
1,248
-212
1779
$24.7K ﹤0.01%
1,134
+22
1780
$24.6K ﹤0.01%
630
1781
$24.6K ﹤0.01%
337
+2
1782
$24.5K ﹤0.01%
487
1783
$24.5K ﹤0.01%
1,395
1784
$24.5K ﹤0.01%
694
+37
1785
$24.5K ﹤0.01%
226
+3
1786
$24.5K ﹤0.01%
10,188
-1,899
1787
$24.4K ﹤0.01%
148
-50
1788
$24.3K ﹤0.01%
141
1789
$24.3K ﹤0.01%
481
-597
1790
$24.2K ﹤0.01%
139
+6
1791
$24.2K ﹤0.01%
395
-141
1792
$24.1K ﹤0.01%
457
+372
1793
$24.1K ﹤0.01%
596
-480
1794
$24.1K ﹤0.01%
2,008
-396
1795
$24.1K ﹤0.01%
1,254
+122
1796
$24.1K ﹤0.01%
1,053
-83
1797
$24K ﹤0.01%
2,085
+20
1798
$24K ﹤0.01%
+1,096
1799
$23.9K ﹤0.01%
1,526
1800
$23.9K ﹤0.01%
701
+2