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
401
$9K ﹤0.01%
+381
402
$9K ﹤0.01%
+317
403
$9K ﹤0.01%
+200
404
$9K ﹤0.01%
+300
405
$9K ﹤0.01%
+50
406
$9K ﹤0.01%
+111
407
0
408
$9K ﹤0.01%
+180
409
$8K ﹤0.01%
+733
410
$8K ﹤0.01%
+882
411
$8K ﹤0.01%
+174
412
$8K ﹤0.01%
+189
413
$8K ﹤0.01%
+65
414
$8K ﹤0.01%
+325
415
$7K ﹤0.01%
+166
416
$7K ﹤0.01%
+186
417
$7K ﹤0.01%
+325
418
$7K ﹤0.01%
+120
419
$7K ﹤0.01%
+360
420
$7K ﹤0.01%
+100
421
$7K ﹤0.01%
+108
422
$7K ﹤0.01%
+200
423
$7K ﹤0.01%
+1,142
424
$7K ﹤0.01%
+135
425
$7K ﹤0.01%
+255