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
2076
$15.1K ﹤0.01%
229
+31
2077
$15.1K ﹤0.01%
66
+13
2078
$15.1K ﹤0.01%
627
+331
2079
$15K ﹤0.01%
90
2080
$15K ﹤0.01%
500
2081
$15K ﹤0.01%
485
-24
2082
$15K ﹤0.01%
10,000
2083
$14.9K ﹤0.01%
628
-5,020
2084
$14.9K ﹤0.01%
193
-14
2085
$14.9K ﹤0.01%
440
2086
$14.9K ﹤0.01%
3,305
+2,547
2087
$14.9K ﹤0.01%
409
+63
2088
$14.8K ﹤0.01%
118
2089
$14.8K ﹤0.01%
505
+116
2090
$14.8K ﹤0.01%
316
+5
2091
$14.8K ﹤0.01%
3,000
-26
2092
$14.8K ﹤0.01%
605
+30
2093
$14.7K ﹤0.01%
251
2094
$14.6K ﹤0.01%
387
2095
$14.6K ﹤0.01%
70
2096
$14.4K ﹤0.01%
347
-52
2097
$14.4K ﹤0.01%
500
2098
$14.3K ﹤0.01%
332
2099
$14.3K ﹤0.01%
201
+22
2100
$14.3K ﹤0.01%
10,000