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
376
$12K ﹤0.01%
+200
377
$12K ﹤0.01%
+121
378
0
379
$12K ﹤0.01%
+517
380
$11K ﹤0.01%
+202
381
$11K ﹤0.01%
+641
382
$11K ﹤0.01%
+188
383
$11K ﹤0.01%
+251
384
$11K ﹤0.01%
+138
385
$11K ﹤0.01%
+100
386
$11K ﹤0.01%
+100
387
$11K ﹤0.01%
+539
388
$11K ﹤0.01%
+284
389
$11K ﹤0.01%
+749
390
$11K ﹤0.01%
+336
391
$11K ﹤0.01%
+105
392
$10K ﹤0.01%
+167
393
$10K ﹤0.01%
+183
394
$10K ﹤0.01%
+200
395
$10K ﹤0.01%
+400
396
$10K ﹤0.01%
+171
397
$10K ﹤0.01%
+286
398
0
399
$10K ﹤0.01%
+570
400
$9K ﹤0.01%
+680