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
1976
$4.08K ﹤0.01%
121
+68
1977
$4.08K ﹤0.01%
+133
1978
$4.07K ﹤0.01%
750
1979
$4.07K ﹤0.01%
49
1980
$4.05K ﹤0.01%
80
-6
1981
$4.03K ﹤0.01%
59
+19
1982
$4.03K ﹤0.01%
86
+22
1983
$4.02K ﹤0.01%
100
-755
1984
$3.99K ﹤0.01%
+232
1985
$3.97K ﹤0.01%
213
+41
1986
$3.96K ﹤0.01%
275
1987
$3.96K ﹤0.01%
56
+40
1988
$3.95K ﹤0.01%
114
+33
1989
$3.95K ﹤0.01%
586
+386
1990
$3.94K ﹤0.01%
250
+169
1991
$3.94K ﹤0.01%
863
1992
$3.93K ﹤0.01%
121
-111
1993
$3.91K ﹤0.01%
340
+41
1994
$3.9K ﹤0.01%
+93
1995
$3.89K ﹤0.01%
112
1996
$3.89K ﹤0.01%
200
1997
$3.88K ﹤0.01%
164
-16
1998
$3.88K ﹤0.01%
21
1999
$3.88K ﹤0.01%
55
-6
2000
$3.88K ﹤0.01%
181
+88
78 79
80
81 82