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Allworth Financial LP 13F Holdings
Holdings from the most recent 13F from Allworth Financial LP
Filed: 2020-11-03 (Q3 2020) | Holdings: 1243 | Value: $3.3B | 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 | Reduce 8% $(72.1M) | 23.54% | $781.7M | +100.91% | +17.02% | +40.52% | |
| BND - VANGUARD BD INDEX FDS | Add 4% ($17.3M) | 12.89% | $428.1M | -1.27% | -0.48% | -0.75% | |
| QUAL - ISHARES TR | Reduce 5% $(11.3M) | 6.50% | $215.7M | +95.76% | +11.50% | +38.93% | |
| JPST - J P MORGAN EXCHANGE-TRADED F | Add 6% ($10.4M) | 5.38% | $178.8M | +19.16% | +0.30% | +0.43% | |
| IAGG - ISHARES TR | Add 8% ($12.6M) | 4.95% | $164.5M | +3.40% | -0.20% | -1.21% | |
| SPYV - SPDR SER TR | Reduce 5% $(7.5M) | 4.17% | $138.5M | +106.23% | +14.84% | +36.30% | |
| SPDW - SPDR INDEX SHS FDS | Reduce 5% $(7.1M) | 4.08% | $135.4M | +84.47% | +18.51% | +31.55% | |
| VBR - VANGUARD INDEX FDS | Reduce 13% $(16.8M) | 3.44% | $114.1M | +106.55% | +29.22% | +56.72% | |
| SPEM - SPDR INDEX SHS FDS | Reduce 1% $(1.1M) | 2.49% | $82.8M | +43.92% | +20.31% | +15.68% | |
| ITOT - ISHARES TR | Add 2% ($1.6M) | 2.41% | $80.1M | +100.73% | +16.88% | +40.37% | |
| SPIB - SPDR SER TR | Add 3% ($2.4M) | 2.17% | $72.0M | +9.33% | +0.90% | +0.48% | |
| SPAB - SPDR SER TR | Reduce 3% $(2.1M) | 1.83% | $60.7M | -1.09% | -0.27% | -0.75% | |
| SPYG - SPDR SER TR | Reduce 2% $(1.4M) | 1.82% | $60.4M | +103.96% | +13.19% | +41.51% | |
| AGG - ISHARES TR | Add 5% ($2.5M) | 1.77% | $58.7M | -1.13% | -0.44% | -0.89% | |
| SPSM - SPDR SER TR | Add 1% ($402.3K) | 1.37% | $45.6M | +83.36% | +36.54% | +59.77% | |
| DLS - WISDOMTREE TR | Reduce 11% $(5.5M) | 1.35% | $44.8M | +71.24% | +16.61% | +30.30% | |
| SPY - SPDR S&P 500 ETF TR | Reduce 5% $(2.1M) | 1.19% | $39.7M | +107.56% | +13.78% | +38.91% | |
| SPTM - SPDR SER TR | Reduce 6% $(2.3M) | 1.16% | $38.5M | +106.67% | +14.90% | +39.81% | |
| PRF - INVESCO EXCHANGE TRADED FD T | Reduce 5% $(1.9M) | 1.15% | $38.2M | +125.83% | +19.63% | +46.73% | |
| VOT - VANGUARD INDEX FDS | Add 9% ($2.5M) | 0.93% | $31.0M | +44.61% | +18.18% | +39.74% | |
| PSK - SPDR SER TR | Add 3% ($693.4K) | 0.70% | $23.1M | -0.25% | +1.79% | +6.00% | |
| MUB - ISHARES TR | Add 7% ($1.4M) | 0.69% | $22.9M | +5.67% | +1.91% | +2.04% | |
| SUB - ISHARES TR | Add 9% ($1.8M) | 0.63% | $20.8M | +7.56% | +0.36% | +0.24% | |
| MSFT - MICROSOFT CORP | Reduce 1% $(197.9K) | 0.62% | $20.5M | +82.75% | +13.37% | +58.64% | |
| VYM - VANGUARD WHITEHALL FDS | Reduce 5% $(970.9K) | 0.58% | $19.3M | +111.30% | +15.22% | +37.08% | |
| IUSV - ISHARES TR | Reduce 2% $(359.3K) | 0.58% | $19.2M | +106.57% | +15.75% | +37.68% | |
| AAPL - APPLE INC | Add 247% ($13.3M) | 0.56% | $18.7M | +130.94% | +20.58% | +33.11% | |
| VUG - VANGUARD INDEX FDS | Reduce 11% $(2.0M) | 0.50% | $16.5M | +96.77% | +14.07% | +39.33% | |
| VEA - VANGUARD TAX-MANAGED INTL FD | Reduce 4% $(620.4K) | 0.42% | $14.1M | +86.69% | +18.34% | +31.79% | |
| BSV - VANGUARD BD INDEX FDS | Add 28% ($2.8M) | 0.39% | $13.1M | +8.55% | +0.30% | -0.24% | |
| T - AT&T INC | Add 1% ($170.6K) | 0.39% | $12.8M | +89.35% | +8.05% | -2.07% | |
| IWN - ISHARES TR | Add 1% ($100.0K) | 0.35% | $11.7M | +100.10% | +38.10% | +65.21% | |
| IXUS - ISHARES TR | Add 8% ($739.5K) | 0.31% | $10.3M | +72.86% | +18.79% | +27.29% | |
| GSLC - GOLDMAN SACHS ETF TR | Reduce 14% $(1.5M) | 0.29% | $9.7M | +95.00% | +12.79% | +35.95% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 2% $(189.1K) | 0.27% | $8.9M | +131.06% | +14.12% | +39.26% | |
| IEMG - ISHARES INC | Add 1% ($81.3K) | 0.25% | $8.5M | +47.42% | +22.68% | +15.58% | |
| VWO - VANGUARD INTL EQUITY INDEX F | Reduce 6% $(548.3K) | 0.25% | $8.2M | +40.86% | +20.52% | +15.13% | |
| SCZ - ISHARES TR | Reduce 5% $(384.7K) | 0.24% | $8.1M | +56.49% | +20.23% | +33.49% | |
| O - REALTY INCOME CORP | 0.24% | $8.0M | +42.98% | +4.50% | +26.10% | ||
| WPC - WP CAREY INC | Add 1% ($92.2K) | 0.23% | $7.6M | +50.60% | +5.70% | +25.99% | |
| FDL - FIRST TR MORNINGSTAR DIVID L | Add 1% ($65.4K) | 0.18% | $6.0M | +136.20% | +14.65% | +31.87% | |
| INTC - INTEL CORP | Reduce 1% $(49.5K) | 0.18% | $5.9M | +24.43% | +32.07% | +15.25% | |
| SPHQ - INVESCO EXCHANGE TRADED FD T | Reduce 15% $(1.1M) | 0.17% | $5.8M | +111.32% | +11.92% | +36.06% | |
| SHM - SPDR SER TR | Reduce 15% $(851.8K) | 0.15% | $4.9M | +4.32% | +0.33% | -0.21% | |
| USMV - ISHARES TR | Reduce 9% $(454.7K) | 0.14% | $4.7M | +59.88% | +5.93% | +24.23% | |
| HDV - ISHARES TR | Reduce 3% $(134.9K) | 0.14% | $4.7M | +103.91% | +12.00% | +28.30% | |
| VV - VANGUARD INDEX FDS | Reduce 1% $(51.0K) | 0.14% | $4.5M | +104.22% | +14.68% | +39.07% | |
| MAIN - MAIN STR CAP CORP | Add 1% ($52.3K) | 0.13% | $4.4M | +176.05% | +17.57% | +63.13% | |
| IVV - ISHARES TR | Reduce 5% $(221.8K) | 0.13% | $4.3M | +108.35% | +13.81% | +39.03% | |
| QQQ - INVESCO QQQ TR | New Purchase | 0.13% | $4.2M | +113.24% | +16.67% | +41.19% | |
| XOM - EXXON MOBIL CORP | Reduce 100% | 0.00% | $0.00 | ||||