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
1801
$23.9K ﹤0.01%
13
+3
1802
$23.9K ﹤0.01%
123
+16
1803
$23.9K ﹤0.01%
249
-7
1804
$23.8K ﹤0.01%
507
-489
1805
$23.8K ﹤0.01%
507
+76
1806
$23.7K ﹤0.01%
436
1807
$23.7K ﹤0.01%
538
-48
1808
$23.7K ﹤0.01%
1,119
1809
$23.6K ﹤0.01%
98
+18
1810
$23.6K ﹤0.01%
175
+29
1811
$23.5K ﹤0.01%
1,512
-1,087
1812
$23.5K ﹤0.01%
772
-80
1813
$23.5K ﹤0.01%
+25,000
1814
$23.4K ﹤0.01%
304
-4
1815
$23.3K ﹤0.01%
629
-18
1816
$23.2K ﹤0.01%
246
+7
1817
$23.2K ﹤0.01%
374
1818
$23.2K ﹤0.01%
3,475
+200
1819
$23.1K ﹤0.01%
385
1820
$23.1K ﹤0.01%
130
+1
1821
$23K ﹤0.01%
428
-56
1822
$23K ﹤0.01%
1,242
+949
1823
$23K ﹤0.01%
535
1824
$23K ﹤0.01%
2,236
-543
1825
$22.7K ﹤0.01%
1,027
-18