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
2176
$12.2K ﹤0.01%
660
+267
2177
$12.2K ﹤0.01%
137
+17
2178
$12.2K ﹤0.01%
514
2179
$12.1K ﹤0.01%
+233
2180
$12.1K ﹤0.01%
+68
2181
$12.1K ﹤0.01%
365
+16
2182
$12.1K ﹤0.01%
248
2183
$12.1K ﹤0.01%
50
2184
$12K ﹤0.01%
475
-60
2185
$12K ﹤0.01%
779
2186
$12K ﹤0.01%
105
+29
2187
$12K ﹤0.01%
+206
2188
$11.9K ﹤0.01%
143
+1
2189
$11.8K ﹤0.01%
758
-779
2190
$11.7K ﹤0.01%
152
+7
2191
$11.6K ﹤0.01%
73
+9
2192
$11.6K ﹤0.01%
+1,000
2193
$11.6K ﹤0.01%
519
2194
$11.5K ﹤0.01%
492
-9
2195
$11.5K ﹤0.01%
+859
2196
$11.5K ﹤0.01%
13
+3
2197
$11.5K ﹤0.01%
82
-7
2198
$11.4K ﹤0.01%
851
+365
2199
$11.4K ﹤0.01%
3,504
2200
$11.4K ﹤0.01%
41