AF

Allworth Financial Portfolio holdings

AUM $20.8B
1-Year Est. Return 12.38%
This Quarter Est. Return
1 Year Est. Return
+12.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.05B
AUM Growth
+$1.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,228
New
Increased
Reduced
Closed

Top Buys

1 +$88.2M
2 +$70.3M
3 +$65.9M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$46.7M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$37.9M

Sector Composition

1 Technology 2.17%
2 Financials 0.93%
3 Consumer Discretionary 0.63%
4 Healthcare 0.61%
5 Communication Services 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1826
$1K ﹤0.01%
+9
1827
$1K ﹤0.01%
3
1828
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50
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1829
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1830
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1831
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1832
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10
1833
$1K ﹤0.01%
181
1834
$1K ﹤0.01%
7
1835
$1K ﹤0.01%
+2
1836
$1K ﹤0.01%
153
+10
1837
$1K ﹤0.01%
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1838
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1839
$1K ﹤0.01%
+95
1840
$1K ﹤0.01%
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1841
$1K ﹤0.01%
50
1842
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1843
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1844
$1K ﹤0.01%
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1845
$1K ﹤0.01%
+10
1846
$1K ﹤0.01%
7
1847
$1K ﹤0.01%
18
1848
$1K ﹤0.01%
5
1849
$1K ﹤0.01%
18
1850
$1K ﹤0.01%
23