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Allworth Financial LP 13F Holdings
Holdings from the most recent 13F from Allworth Financial LP
Filed: 2019-10-09 (Q3 2019) | Holdings: 1018 | Value: $2.6B | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| SPTM - SPDR SERIES TRUST | New Purchase | 21.77% | $570.4M | +144.53% | +12.39% | +22.05% | |
| SPAB - SPDR SERIES TRUST | New Purchase | 15.40% | $403.6M | +5.37% | +0.30% | +6.47% | |
| QUAL - ISHARES TR | New Purchase | 7.71% | $202.0M | +132.25% | +13.49% | +22.37% | |
| JPST - JP MORGAN EXCHANGE TRADED FD | New Purchase | 6.39% | $167.5M | +22.06% | +0.59% | +2.41% | |
| IAGG - ISHARES TR | New Purchase | 5.21% | $136.5M | +6.27% | -0.71% | +2.46% | |
| SPDW - SPDR INDEX SHS FDS | New Purchase | 4.29% | $112.4M | +93.23% | +10.18% | +8.02% | |
| SPYV - SPDR SERIES TRUST | New Purchase | 4.04% | $105.8M | +109.67% | +12.10% | +4.17% | |
| VTI - VANGUARD INDEX FDS | New Purchase | 3.71% | $97.2M | +140.96% | +12.40% | +23.92% | |
| SPIB - SPDR SERIES TRUST | New Purchase | 2.51% | $65.7M | +16.93% | +0.91% | +6.96% | |
| ITOT - ISHARES TR | New Purchase | 2.45% | $64.2M | +140.26% | +12.35% | +23.66% | |
| SPEM - SPDR INDEX SHS FDS | New Purchase | 2.34% | $61.4M | +64.87% | +13.45% | +14.68% | |
| AGG - ISHARES TR | New Purchase | 2.02% | $52.9M | +5.51% | +0.35% | +6.58% | |
| PRF - INVESCO EXCHANGE TRADED FD T | New Purchase | 1.98% | $51.9M | +137.09% | +11.26% | +7.73% | |
| SPYG - SPDR SERIES TRUST | New Purchase | 1.82% | $47.7M | +175.15% | +12.64% | +40.02% | |
| SPSM - SPDR SERIES TRUST | New Purchase | 1.54% | $40.3M | +85.92% | +11.75% | +4.01% | |
| SPY - SPDR S&P 500 ETF TR | New Purchase | 1.45% | $38.0M | +147.67% | +12.41% | +23.38% | |
| DLS - WISDOMTREE TR | New Purchase | 1.13% | $29.6M | +69.57% | +13.07% | +2.72% | |
| VYM - VANGUARD WHITEHALL FDS INC | New Purchase | 0.88% | $23.1M | +108.68% | +8.79% | +1.55% | |
| MSFT - MICROSOFT CORP | New Purchase | 0.86% | $22.6M | +185.63% | +16.90% | +61.69% | |
| PSK - SPDR SERIES TRUST | New Purchase | 0.82% | $21.6M | +3.33% | +2.38% | +4.93% | |
| MUB - ISHARES TR | New Purchase | 0.71% | $18.5M | +9.36% | +0.72% | +2.85% | |
| T - AT&T INC | New Purchase | 0.62% | $16.2M | +48.78% | +5.64% | -18.77% | |
| GSLC - GOLDMAN SACHS ETF TR | New Purchase | 0.60% | $15.8M | +134.60% | +11.78% | +23.86% | |
| SUB - ISHARES TR | New Purchase | 0.54% | $14.2M | +10.29% | +0.58% | +2.46% | |
| VUG - VANGUARD INDEX FDS | New Purchase | 0.54% | $14.1M | +179.55% | +14.13% | +47.60% | |
| VEA - VANGUARD TAX MANAGED INTL FD | New Purchase | 0.50% | $13.0M | +94.84% | +10.21% | +7.80% | |
| IUSV - ISHARES TR | New Purchase | 0.49% | $12.9M | +109.32% | +12.09% | +3.87% | |
| AAPL - APPLE INC | New Purchase | 0.37% | $9.6M | +367.19% | +36.56% | +120.48% | |
| IXUS - ISHARES TR | New Purchase | 0.31% | $8.0M | +84.89% | +10.96% | +9.52% | |
| SHM - SPDR SERIES TRUST | New Purchase | 0.30% | $7.9M | +7.25% | +0.50% | +2.75% | |
| VWO - VANGUARD INTL EQUITY INDEX F | New Purchase | 0.30% | $7.9M | +62.46% | +13.80% | +15.75% | |
| IEMG - ISHARES INC | New Purchase | 0.30% | $7.8M | +71.45% | +14.06% | +16.49% | |
| INTC - INTEL CORP | New Purchase | 0.23% | $6.1M | +13.92% | +17.56% | +9.35% | |
| SCZ - ISHARES TR | New Purchase | 0.23% | $6.0M | +68.30% | +11.81% | +12.42% | |
| USMV - ISHARES TR | New Purchase | 0.22% | $5.7M | +64.55% | +4.62% | +6.86% | |
| VB - VANGUARD INDEX FDS | New Purchase | 0.21% | $5.4M | +94.03% | +10.89% | +12.88% | |
| SRLN - SSGA ACTIVE ETF TR | New Purchase | 0.21% | $5.4M | +34.24% | +3.48% | +3.19% | |
| IVV - ISHARES TR | New Purchase | 0.21% | $5.4M | +148.64% | +12.44% | +23.40% | |
| FDL - FIRST TR MORNINGSTAR DIV LEA | New Purchase | 0.18% | $4.7M | +120.36% | +8.44% | -4.58% | |
| HDV - ISHARES TR | New Purchase | 0.18% | $4.6M | +85.94% | +7.08% | -5.44% | |
| CVX - CHEVRON CORP NEW | New Purchase | 0.17% | $4.6M | +133.56% | +3.57% | -30.98% | |
| RDIV - INVESCO EXCHNG TRADED FD TR | New Purchase | 0.15% | $4.1M | +101.22% | +8.33% | -16.84% | |
| VV - VANGUARD INDEX FDS | New Purchase | 0.15% | $3.8M | +147.91% | +12.49% | +25.39% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | New Purchase | 0.10% | $2.5M | +131.31% | +9.81% | +4.87% | |
| DVY - ISHARES TR | New Purchase | 0.09% | $2.4M | +94.91% | +6.94% | -8.04% | |
| JNJ - JOHNSON & JOHNSON | New Purchase | 0.09% | $2.3M | +125.89% | +13.27% | +20.95% | |
| PFF - ISHARES TR | New Purchase | 0.09% | $2.2M | +18.18% | +3.24% | +5.31% | |
| HD - HOME DEPOT INC | New Purchase | 0.08% | $2.2M | +64.27% | -1.61% | +28.17% | |
| VTEB - VANGUARD MUN BD FD INC | New Purchase | 0.08% | $2.1M | +9.49% | +0.69% | +2.73% | |
| VZ - VERIZON COMMUNICATIONS INC | New Purchase | 0.08% | $2.0M | +19.42% | +0.58% | +4.88% | |