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
$14.2B
AUM Growth
+$1.07B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,724
New
Increased
Reduced
Closed

Top Buys

1 +$119M
2 +$60.2M
3 +$42.4M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$39.8M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$34.4M

Sector Composition

1 Technology 2.92%
2 Financials 1.22%
3 Consumer Discretionary 0.86%
4 Healthcare 0.79%
5 Industrials 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1876
$16.6K ﹤0.01%
246
1877
$16.6K ﹤0.01%
150
-19
1878
$16.6K ﹤0.01%
724
+691
1879
$16.6K ﹤0.01%
787
+514
1880
$16.5K ﹤0.01%
2,127
+343
1881
$16.5K ﹤0.01%
+400
1882
$16.5K ﹤0.01%
273
+2
1883
$16.4K ﹤0.01%
1,100
1884
$16.4K ﹤0.01%
1,048
-25
1885
$16.3K ﹤0.01%
475
+55
1886
$16.3K ﹤0.01%
546
-58
1887
$16.3K ﹤0.01%
+298
1888
$16.2K ﹤0.01%
503
+26
1889
$16.2K ﹤0.01%
313
-3
1890
$16.2K ﹤0.01%
1,051
+118
1891
$16.2K ﹤0.01%
493
1892
$16.2K ﹤0.01%
312
+205
1893
$16.2K ﹤0.01%
419
+298
1894
$16K ﹤0.01%
+2,907
1895
$16K ﹤0.01%
305
1896
$16K ﹤0.01%
386
1897
$16K ﹤0.01%
748
+99
1898
$16K ﹤0.01%
197
+38
1899
$15.9K ﹤0.01%
416
+35
1900
$15.9K ﹤0.01%
647