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
2376
$1.34K ﹤0.01%
+17
2377
$1.34K ﹤0.01%
66
-535
2378
$1.34K ﹤0.01%
+98
2379
$1.34K ﹤0.01%
99
2380
$1.32K ﹤0.01%
94
2381
$1.32K ﹤0.01%
132
-10
2382
$1.32K ﹤0.01%
279
-247
2383
$1.32K ﹤0.01%
61
+49
2384
$1.31K ﹤0.01%
10
+1
2385
$1.31K ﹤0.01%
703
+453
2386
$1.31K ﹤0.01%
24
2387
$1.3K ﹤0.01%
41
-328
2388
$1.3K ﹤0.01%
85
-22
2389
$1.3K ﹤0.01%
21
2390
$1.29K ﹤0.01%
71
+27
2391
$1.29K ﹤0.01%
69
+25
2392
$1.29K ﹤0.01%
94
2393
$1.27K ﹤0.01%
48
2394
$1.27K ﹤0.01%
53
+20
2395
$1.26K ﹤0.01%
68
+4
2396
$1.26K ﹤0.01%
40
-50
2397
$1.26K ﹤0.01%
93
+33
2398
$1.26K ﹤0.01%
+44
2399
$1.26K ﹤0.01%
8
-2
2400
$1.26K ﹤0.01%
88
+8
94 95
96
97 98