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
2276
$9.56K ﹤0.01%
321
2277
$9.56K ﹤0.01%
181
+4
2278
$9.52K ﹤0.01%
411
+44
2279
$9.5K ﹤0.01%
256
2280
$9.5K ﹤0.01%
332
-206
2281
$9.47K ﹤0.01%
373
-68
2282
$9.47K ﹤0.01%
465
2283
$9.46K ﹤0.01%
99
-18
2284
$9.42K ﹤0.01%
106
-95
2285
$9.37K ﹤0.01%
+359
2286
$9.35K ﹤0.01%
1,745
+450
2287
$9.34K ﹤0.01%
241
+3
2288
$9.34K ﹤0.01%
154
2289
$9.33K ﹤0.01%
964
+169
2290
$9.33K ﹤0.01%
1,207
+24
2291
$9.3K ﹤0.01%
52
-4
2292
$9.27K ﹤0.01%
1,686
2293
$9.27K ﹤0.01%
78
-3
2294
$9.26K ﹤0.01%
463
+3
2295
$9.23K ﹤0.01%
551
2296
$9.23K ﹤0.01%
512
+200
2297
$9.2K ﹤0.01%
288
+6
2298
$9.17K ﹤0.01%
95
-13
2299
$9.16K ﹤0.01%
297
2300
$9.16K ﹤0.01%
482
+179