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
1901
$20.4K ﹤0.01%
510
-5
1902
$20.3K ﹤0.01%
763
1903
$20.3K ﹤0.01%
294
-33
1904
$20.2K ﹤0.01%
447
+13
1905
$20.2K ﹤0.01%
440
1906
$20.1K ﹤0.01%
309
-12
1907
$20.1K ﹤0.01%
1,689
1908
$20K ﹤0.01%
633
-2,595
1909
$20K ﹤0.01%
166
1910
$20K ﹤0.01%
564
-4
1911
$20K ﹤0.01%
1,406
-194
1912
$19.9K ﹤0.01%
787
1913
$19.9K ﹤0.01%
888
+8
1914
$19.9K ﹤0.01%
1,144
-344
1915
$19.8K ﹤0.01%
143
1916
$19.8K ﹤0.01%
305
-21
1917
$19.8K ﹤0.01%
201
-11
1918
$19.8K ﹤0.01%
419
-174
1919
$19.8K ﹤0.01%
527
-46
1920
$19.7K ﹤0.01%
108
1921
$19.7K ﹤0.01%
421
1922
$19.7K ﹤0.01%
3,000
1923
$19.7K ﹤0.01%
584
+203
1924
$19.6K ﹤0.01%
56
-8
1925
$19.5K ﹤0.01%
1,024
-18