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
$17.7B
AUM Growth
-$429M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,220
New
Increased
Reduced
Closed

Top Sells

1 +$268M
2 +$203M
3 +$82.8M
4
MBB icon
iShares MBS ETF
MBB
+$36.1M
5
PSEP icon
Innovator US Equity Power Buffer ETF September
PSEP
+$34.3M

Sector Composition

1 Technology 4.37%
2 Financials 2.33%
3 Healthcare 1.7%
4 Consumer Staples 1.44%
5 Industrials 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2376
$11K ﹤0.01%
68
+13
2377
$11K ﹤0.01%
113
+20
2378
$10.9K ﹤0.01%
1,203
+709
2379
$10.9K ﹤0.01%
+175
2380
$10.9K ﹤0.01%
375
-427
2381
$10.9K ﹤0.01%
92
+64
2382
$10.9K ﹤0.01%
743
2383
$10.9K ﹤0.01%
423
+81
2384
$10.9K ﹤0.01%
330
-541
2385
$10.9K ﹤0.01%
415
-27
2386
$10.9K ﹤0.01%
1,324
+899
2387
$10.9K ﹤0.01%
69
+39
2388
$10.8K ﹤0.01%
416
+159
2389
$10.8K ﹤0.01%
1,000
2390
$10.8K ﹤0.01%
514
2391
$10.7K ﹤0.01%
72
+5
2392
$10.7K ﹤0.01%
842
-51
2393
$10.7K ﹤0.01%
+499
2394
$10.7K ﹤0.01%
520
+108
2395
$10.7K ﹤0.01%
1,295
2396
$10.7K ﹤0.01%
113
+42
2397
$10.6K ﹤0.01%
533
+500
2398
$10.6K ﹤0.01%
1,821
+1,724
2399
$10.6K ﹤0.01%
420
+47
2400
$10.6K ﹤0.01%
319
+119