AF

Allworth Financial Portfolio holdings

AUM $22.6B
1-Year Est. Return 12.81%
This Quarter Est. Return
1 Year Est. Return
+12.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$269M
AUM Growth
+$4.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
652
New
Increased
Reduced
Closed

Sector Composition

1 Technology 4.11%
2 Communication Services 2.29%
3 Energy 2.08%
4 Financials 2.05%
5 Healthcare 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$17K 0.01%
+812
327
$17K 0.01%
+483
328
$17K 0.01%
+309
329
$17K 0.01%
+340
330
$17K 0.01%
+123
331
$17K 0.01%
+822
332
$17K 0.01%
+2
333
$17K 0.01%
+302
334
$17K 0.01%
+1,000
335
$16K 0.01%
+586
336
$16K 0.01%
+600
337
$16K 0.01%
+201
338
$16K 0.01%
+1,000
339
$16K 0.01%
+403
340
$16K 0.01%
54,539
341
$16K 0.01%
+877
342
$16K 0.01%
+125
343
$16K 0.01%
+238
344
$16K 0.01%
+568
345
$16K 0.01%
+584
346
$15K 0.01%
+36
347
$15K 0.01%
+320
348
$15K 0.01%
+307
349
$15K 0.01%
+740
350
$15K 0.01%
+293