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
351
$15K 0.01%
+235
352
$15K 0.01%
+893
353
$14K 0.01%
+300
354
$14K 0.01%
+154
355
$14K 0.01%
+656
356
$14K 0.01%
+278
357
$14K 0.01%
+1,125
358
$14K 0.01%
+333
359
$14K 0.01%
+216
360
$14K 0.01%
+50
361
$14K 0.01%
7,106
+1,910
362
$14K 0.01%
+380
363
$14K 0.01%
+91
364
$14K 0.01%
+201
365
$13K ﹤0.01%
+439
366
$13K ﹤0.01%
+200
367
$13K ﹤0.01%
+205
368
$13K ﹤0.01%
+248
369
$13K ﹤0.01%
+230
370
$13K ﹤0.01%
+68
371
$13K ﹤0.01%
+1,092
372
$12K ﹤0.01%
+332
373
$12K ﹤0.01%
+165
374
$12K ﹤0.01%
+200
375
$12K ﹤0.01%
+300