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Allworth Financial LP 13F Holdings
Holdings from the most recent 13F from Allworth Financial LP
Filed: 2020-01-16 (Q4 2019) | Holdings: 1112 | Value: $2.8B | 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 | Add 2% ($15.2M) | 22.28% | $634.0M | +113.38% | -14.40% | +16.34% | |
| SPAB - SPDR SERIES TRUST | Add 3% ($11.7M) | 14.47% | $411.8M | +5.09% | +4.12% | +6.19% | |
| QUAL - ISHARES TR | Add 4% ($8.5M) | 8.06% | $229.3M | +100.48% | -14.04% | +12.99% | |
| JPST - JP MORGAN EXCHANGE TRADED FD | 5.88% | $167.5M | +21.26% | -0.18% | +2.01% | ||
| IAGG - ISHARES TR | Add 9% ($12.7M) | 5.16% | $146.7M | +6.94% | +0.86% | +3.88% | |
| SPDW - SPDR INDEX SHS FDS | Add 2% ($2.3M) | 4.29% | $122.2M | +73.06% | -20.87% | +11.82% | |
| SPYV - SPDR SERIES TRUST | Add 5% ($5.4M) | 4.25% | $121.0M | +84.18% | -18.73% | +2.71% | |
| VTI - VANGUARD INDEX FDS | Reduce 3% $(3.5M) | 3.58% | $101.8M | +109.87% | -14.89% | +19.76% | |
| SPIB - SPDR SERIES TRUST | Add 7% ($4.9M) | 2.48% | $70.6M | +15.72% | +0.14% | +6.80% | |
| SPEM - SPDR INDEX SHS FDS | Add 4% ($2.7M) | 2.46% | $70.0M | +43.89% | -21.85% | +18.88% | |
| ITOT - ISHARES TR | Reduce 1% $(425.5K) | 2.43% | $69.2M | +109.62% | -14.79% | +19.68% | |
| PRF - INVESCO EXCHANGE TRADED FD T | 1.96% | $55.7M | +109.64% | -20.32% | +10.42% | ||
| SPYG - SPDR SERIES TRUST | 1.81% | $51.6M | +138.92% | -8.25% | +27.46% | ||
| AGG - ISHARES TR | Reduce 2% $(1.1M) | 1.80% | $51.4M | +5.10% | +4.40% | +6.15% | |
| SPSM - SPDR SERIES TRUST | Add 2% ($756.5K) | 1.57% | $44.6M | +61.30% | -30.68% | +18.78% | |
| SPY - SPDR S&P 500 ETF TR | Reduce 1% $(328.3K) | 1.44% | $40.9M | +116.35% | -13.08% | +16.29% | |
| DLS - WISDOMTREE TR | Add 9% ($3.0M) | 1.27% | $36.1M | +48.90% | -28.67% | +1.42% | |
| MSFT - MICROSOFT CORP | Add 1% ($381.3K) | 0.91% | $26.0M | +135.47% | +6.97% | +30.65% | |
| VYM - VANGUARD WHITEHALL FDS INC | Add 1% ($204.0K) | 0.87% | $24.6M | +88.86% | -17.16% | +3.99% | |
| PSK - SPDR SERIES TRUST | Add 3% ($663.7K) | 0.78% | $22.1M | +0.95% | -4.65% | +3.39% | |
| MUB - ISHARES TR | Add 9% ($1.6M) | 0.71% | $20.1M | +8.31% | -0.75% | +4.00% | |
| SUB - ISHARES TR | Add 23% ($3.2M) | 0.61% | $17.5M | +9.47% | -0.21% | +2.00% | |
| T - AT&T INC | Add 2% ($337.5K) | 0.60% | $17.0M | +42.76% | -16.48% | -18.37% | |
| VUG - VANGUARD INDEX FDS | Add 3% ($437.8K) | 0.56% | $15.9M | +139.50% | -7.71% | +33.10% | |
| VEA - VANGUARD TAX MANAGED INTL FD | Add 3% ($402.4K) | 0.50% | $14.3M | +74.45% | -21.29% | +11.38% | |
| IUSV - ISHARES TR | 0.50% | $14.1M | +83.64% | -19.72% | +3.03% | ||
| GSLC - GOLDMAN SACHS ETF TR | Reduce 23% $(4.0M) | 0.46% | $13.1M | +105.91% | -12.27% | +16.90% | |
| AAPL - APPLE INC | 0.44% | $12.7M | +235.69% | -10.37% | +63.07% | ||
| IEMG - ISHARES INC | Add 3% ($295.0K) | 0.31% | $8.9M | +48.49% | -21.98% | +22.07% | |
| IXUS - ISHARES TR | 0.30% | $8.6M | +64.48% | -21.35% | +13.19% | ||
| VWO - VANGUARD INTL EQUITY INDEX F | Reduce 4% $(327.1K) | 0.29% | $8.4M | +41.23% | -21.99% | +19.39% | |
| IVV - ISHARES TR | Add 36% ($2.1M) | 0.28% | $7.9M | +117.11% | -13.15% | +16.28% | |
| INTC - INTEL CORP | Add 1% ($51.7K) | 0.25% | $7.2M | -4.78% | +1.13% | -0.91% | |
| SCZ - ISHARES TR | Add 5% ($350.2K) | 0.24% | $6.9M | +49.29% | -24.28% | +13.83% | |
| USMV - ISHARES TR | Add 1% ($61.3K) | 0.21% | $5.8M | +53.91% | -10.30% | +2.38% | |
| VB - VANGUARD INDEX FDS | Reduce 2% $(123.4K) | 0.20% | $5.7M | +70.08% | -26.40% | +23.69% | |
| FDL - FIRST TR MORNINGSTAR DIV LEA | Add 11% ($566.3K) | 0.19% | $5.5M | +101.96% | -23.95% | -1.62% | |
| SHM - SPDR SERIES TRUST | Reduce 31% $(2.5M) | 0.19% | $5.4M | +6.48% | +0.04% | +2.13% | |
| VBR - VANGUARD INDEX FDS | New Purchase | 0.18% | $5.1M | +78.44% | -31.64% | +11.05% | |
| HDV - ISHARES TR | Reduce 1% $(46.3K) | 0.17% | $4.8M | +72.21% | -17.29% | -3.92% | |
| RDIV - INVESCO EXCHNG TRADED FD TR | 0.15% | $4.3M | +80.98% | -35.49% | -4.02% | ||
| CVX - CHEVRON CORP NEW | Reduce 9% $(431.2K) | 0.15% | $4.2M | +124.40% | -24.63% | -14.65% | |
| VV - VANGUARD INDEX FDS | 0.15% | $4.1M | +116.24% | -12.98% | +18.83% | ||
| QQQ - INVESCO QQQ TR | New Purchase | 0.12% | $3.3M | +172.30% | -3.36% | +42.75% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Add 21% ($570.3K) | 0.12% | $3.3M | +107.43% | -16.92% | +1.92% | |
| RAVI - FLEXSHARES TR | New Purchase | 0.10% | $2.9M | +20.36% | +0.01% | +1.94% | |
| JNJ - JOHNSON & JOHNSON | Add 5% ($131.9K) | 0.10% | $2.7M | +94.92% | +3.09% | +12.66% | |
| DVY - ISHARES TR | 0.09% | $2.4M | +78.65% | -24.08% | -1.29% | ||
| PFF - ISHARES TR | Add 1% ($15.8K) | 0.08% | $2.2M | +14.29% | -9.57% | +6.20% | |
| VZ - VERIZON COMMUNICATIONS INC | Add 8% ($160.1K) | 0.08% | $2.2M | +17.34% | -1.01% | -0.21% | |
| SRLN - SSGA ACTIVE ETF TR | Reduce 100% | 0.00% | $0.00 | ||||
| VTEB - VANGUARD MUN BD FD INC | Reduce 100% | 0.00% | $0.00 | ||||
| HD - HOME DEPOT INC | Reduce 100% | 0.00% | $0.00 | +110.83% | -8.18% | +21.79% | |