Allworth Financial LP
CIK Number: 0001555170
18.18B
Market Value
2,314
# of Holdings
12 months
Avg. Holding Period
37.72%
Win Rate
22.83%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total ... | 258.28 | -2.05% | 8.06M | -4.21% | 2.42B | 168.5 | 13.32% |
| 2 | BND | Vanguard Total ... | 72.80 | +0.26% | 19.32M | +9.43% | 1.39B | 77.44 | 7.65% |
| 3 | SPYG | SPDR Portfolio ... | 76.53 | -2.87% | 12.25M | -7.05% | 1.13B | 58.89 | 6.19% |
| 4 | SPDW | SPDR Portfolio ... | 35.91 | -0.21% | 31.71M | +6.19% | 1.12B | 31.76 | 6.15% |
| 5 | SPYV | SPDR Portfolio ... | 47.45 | -1.48% | 20.37M | +0.34% | 1.07B | 40.43 | 5.86% |
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