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Allworth Financial LP 13F Holdings
Holdings from the most recent 13F from Allworth Financial LP
Filed: 2020-04-17 (Q1 2020) | Holdings: 1338 | Value: $3.0B | 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 |
| VTI - VANGUARD INDEX FDS | Add 698% ($559.7M) | 21.26% | $639.8M | +150.32% | +17.15% | +55.47% | |
| BND - VANGUARD BD INDEX FDS | New Purchase | 10.75% | $323.5M | +0.61% | +2.20% | -0.44% | |
| QUAL - ISHARES TR | Reduce 3% $(6.1M) | 5.91% | $177.9M | +136.86% | +14.43% | +46.68% | |
| JPST - J P MORGAN EXCHANGE-TRADED F | Reduce 4% $(7.1M) | 5.24% | $157.8M | +21.38% | +1.57% | +2.17% | |
| IAGG - ISHARES TR | Reduce 5% $(6.9M) | 4.64% | $139.5M | +6.30% | +1.83% | +1.08% | |
| SPDW - SPDR INDEX SHS FDS | Add 35% ($32.9M) | 4.20% | $126.3M | +121.61% | +17.77% | +51.75% | |
| SPYV - SPDR SER TR | Add 36% ($32.4M) | 4.05% | $121.9M | +130.45% | +7.52% | +42.74% | |
| VBR - VANGUARD INDEX FDS | Add 3093% ($101.8M) | 3.49% | $105.1M | +166.44% | +16.53% | +86.23% | |
| AGG - ISHARES TR | Add 78% ($41.1M) | 3.12% | $93.8M | +0.75% | +2.17% | -0.33% | |
| SPAB - SPDR SER TR | Reduce 85% $(359.0M) | 2.14% | $64.5M | +0.99% | +2.40% | -0.08% | |
| SPIB - SPDR SER TR | Reduce 5% $(3.6M) | 2.14% | $64.4M | +15.59% | +4.89% | +5.28% | |
| SPEM - SPDR INDEX SHS FDS | Add 17% ($9.3M) | 2.07% | $62.3M | +85.61% | +22.28% | +51.40% | |
| ITOT - ISHARES TR | Add 6% ($3.4M) | 1.92% | $57.8M | +149.49% | +16.99% | +55.17% | |
| FIXD - FIRST TR EXCHNG TRADED FD VI | New Purchase | 1.78% | $53.6M | -0.13% | +2.86% | +1.66% | |
| SPYG - SPDR SER TR | Reduce 2% $(722.7K) | 1.44% | $43.3M | +163.63% | +21.05% | +53.55% | |
| DLS - WISDOMTREE TR | Add 59% ($14.5M) | 1.29% | $38.9M | +111.27% | +17.54% | +56.48% | |
| SPTM - SPDR SER TR | Reduce 93% $(464.4M) | 1.19% | $35.9M | +152.81% | +15.57% | +51.78% | |
| SPSM - SPDR SER TR | Add 18% ($5.5M) | 1.17% | $35.4M | +137.41% | +19.44% | +90.88% | |
| SPY - SPDR S&P 500 ETF TR | Add 1% ($454.7K) | 1.10% | $33.2M | +152.45% | +15.26% | +49.28% | |
| IWF - ISHARES TR | New Purchase | 0.97% | $29.3M | +166.35% | +22.96% | +55.80% | |
| MSFT - MICROSOFT CORP | Add 4% ($987.1K) | 0.90% | $27.0M | +122.59% | +20.13% | +47.98% | |
| PRF - INVESCO EXCHANGE TRADED FD T | Reduce 35% $(14.0M) | 0.88% | $26.6M | +167.71% | +12.41% | +59.38% | |
| VOT - VANGUARD INDEX FDS | New Purchase | 0.84% | $25.2M | +92.45% | +24.07% | +59.45% | |
| IVW - ISHARES TR | New Purchase | 0.80% | $24.2M | +161.48% | +20.99% | +53.32% | |
| VTV - VANGUARD INDEX FDS | New Purchase | 0.75% | $22.4M | +136.49% | +7.46% | +43.76% | |
| VONV - VANGUARD SCOTTSDALE FDS | New Purchase | 0.67% | $20.0M | +127.67% | +9.35% | +48.95% | |
| PSK - SPDR SER TR | 0.65% | $19.7M | +6.69% | +4.20% | +10.78% | ||
| MUB - ISHARES TR | Reduce 4% $(748.4K) | 0.64% | $19.2M | +9.21% | +3.11% | +5.22% | |
| VYM - VANGUARD WHITEHALL FDS | Reduce 2% $(462.8K) | 0.60% | $18.1M | +132.08% | +6.95% | +39.58% | |
| BSV - VANGUARD BD INDEX FDS | New Purchase | 0.60% | $18.1M | +9.62% | +0.85% | +0.93% | |
| SUB - ISHARES TR | Reduce 1% $(238.7K) | 0.57% | $17.2M | +9.81% | +1.83% | +2.59% | |
| IUSV - ISHARES TR | Add 44% ($4.6M) | 0.50% | $14.9M | +132.97% | +8.35% | +45.57% | |
| T - AT&T INC | Add 11% ($1.4M) | 0.47% | $14.1M | +73.03% | -1.56% | +4.25% | |
| AAPL - APPLE INC | Add 27% ($3.0M) | 0.46% | $13.9M | +281.06% | +41.93% | +95.55% | |
| EFA - ISHARES TR | New Purchase | 0.45% | $13.7M | +112.91% | +17.55% | +47.21% | |
| VUG - VANGUARD INDEX FDS | Reduce 6% $(883.1K) | 0.43% | $12.8M | +162.46% | +24.18% | +58.37% | |
| VEA - VANGUARD TAX-MANAGED INTL FD | Add 3% ($364.3K) | 0.37% | $11.2M | +124.72% | +18.34% | +52.05% | |
| IWN - ISHARES TR | New Purchase | 0.32% | $9.7M | +155.78% | +15.85% | +94.89% | |
| GSLC - GOLDMAN SACHS ETF TR | Reduce 15% $(1.6M) | 0.30% | $9.0M | +138.04% | +15.13% | +46.56% | |
| VWO - VANGUARD INTL EQUITY INDEX F | Add 15% ($941.7K) | 0.24% | $7.3M | +82.23% | +22.30% | +51.99% | |
| BOND - PIMCO ETF TR | New Purchase | 0.24% | $7.2M | +6.45% | +3.53% | +3.49% | |
| IXUS - ISHARES TR | Add 9% ($617.5K) | 0.24% | $7.1M | +111.96% | +19.25% | +52.11% | |
| IEMG - ISHARES INC | Reduce 3% $(171.4K) | 0.22% | $6.5M | +92.23% | +22.10% | +56.69% | |
| INTC - INTEL CORP | Reduce 3% $(173.0K) | 0.21% | $6.3M | -4.13% | +3.74% | +10.13% | |
| SCZ - ISHARES TR | Add 23% ($1.1M) | 0.20% | $6.1M | +98.13% | +19.82% | +63.79% | |
| TIP - ISHARES TR | New Purchase | 0.17% | $5.0M | +13.06% | +4.00% | +6.44% | |
| VOE - VANGUARD INDEX FDS | New Purchase | 0.16% | $4.9M | +142.52% | +13.88% | +62.19% | |
| FDL - FIRST TR MORNINGSTAR DIVID L | Add 29% ($1.1M) | 0.16% | $4.9M | +173.15% | +10.75% | +47.27% | |
| SHM - SPDR SER TR | Reduce 13% $(718.9K) | 0.16% | $4.7M | +6.51% | +2.05% | +2.37% | |
| USMV - ISHARES TR | Reduce 4% $(211.8K) | 0.15% | $4.6M | +73.80% | +6.51% | +23.53% | |
| RAVI - FLEXSHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| PFF - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 100% | 0.00% | $0.00 | ||||
| VZ - VERIZON COMMUNICATIONS INC | Reduce 100% | 0.00% | $0.00 | ||||
| VV - VANGUARD INDEX FDS | Reduce 100% | 0.00% | $0.00 | ||||
| IVV - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| CVX - CHEVRON CORP NEW | Reduce 100% | 0.00% | $0.00 | ||||
| QQQ - INVESCO QQQ TR | Reduce 100% | 0.00% | $0.00 | ||||
| HDV - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| VB - VANGUARD INDEX FDS | Reduce 100% | 0.00% | $0.00 | ||||
| DVY - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| JNJ - JOHNSON & JOHNSON | Reduce 100% | 0.00% | $0.00 | ||||
| RDIV - INVESCO EXCHNG TRADED FD TR | Reduce 100% | 0.00% | $0.00 | ||||