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
1826
$6.17K ﹤0.01%
155
+37
1827
$6.11K ﹤0.01%
468
+11
1828
$6.11K ﹤0.01%
227
1829
$6.06K ﹤0.01%
503
1830
$6.05K ﹤0.01%
225
1831
$6.04K ﹤0.01%
107
+5
1832
$6.01K ﹤0.01%
750
-580
1833
$6.01K ﹤0.01%
152
+83
1834
$6K ﹤0.01%
70
-139
1835
$5.98K ﹤0.01%
291
-317
1836
$5.98K ﹤0.01%
530
-17
1837
$5.97K ﹤0.01%
98
+43
1838
$5.95K ﹤0.01%
102
+85
1839
$5.94K ﹤0.01%
18
-16
1840
$5.91K ﹤0.01%
17
+1
1841
$5.91K ﹤0.01%
284
-1,348
1842
$5.88K ﹤0.01%
196
+31
1843
$5.88K ﹤0.01%
2,100
+620
1844
$5.83K ﹤0.01%
+85
1845
$5.82K ﹤0.01%
274
+196
1846
$5.81K ﹤0.01%
2,045
+1,315
1847
$5.8K ﹤0.01%
157
+64
1848
$5.8K ﹤0.01%
243
+20
1849
$5.77K ﹤0.01%
706
+686
1850
$5.69K ﹤0.01%
272
-64
72 73
74
75 76