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
1826
$22.7K ﹤0.01%
175
1827
$22.6K ﹤0.01%
2,992
+2,529
1828
$22.6K ﹤0.01%
3,178
-385
1829
$22.5K ﹤0.01%
1,342
1830
$22.5K ﹤0.01%
320
-28
1831
$22.5K ﹤0.01%
2,150
-1,000
1832
$22.5K ﹤0.01%
514
1833
$22.4K ﹤0.01%
2,959
+43
1834
$22.4K ﹤0.01%
401
-7
1835
$22.4K ﹤0.01%
1,022
+1,000
1836
$22.4K ﹤0.01%
618
1837
$22.4K ﹤0.01%
713
+446
1838
$22.3K ﹤0.01%
448
+9
1839
$22.2K ﹤0.01%
225
1840
$22.2K ﹤0.01%
41
-2
1841
$22.1K ﹤0.01%
143
+36
1842
$22.1K ﹤0.01%
563
+11
1843
$22K ﹤0.01%
39,050
1844
$22K ﹤0.01%
600
1845
$22K ﹤0.01%
564
-104
1846
$22K ﹤0.01%
417
1847
$21.8K ﹤0.01%
453
1848
$21.8K ﹤0.01%
849
1849
$21.8K ﹤0.01%
1,027
1850
$21.8K ﹤0.01%
5,285
+4,431