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
$281M
AUM Growth
+$839K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
682
New
Increased
Reduced
Closed

Sector Composition

1 Technology 3.8%
2 Communication Services 2.38%
3 Financials 2.12%
4 Energy 1.71%
5 Consumer Staples 1.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$9K ﹤0.01%
580
+5
402
$9K ﹤0.01%
307
403
$9K ﹤0.01%
336
404
$8K ﹤0.01%
+504
405
$8K ﹤0.01%
360
406
$8K ﹤0.01%
278
407
$8K ﹤0.01%
200
408
0
409
$8K ﹤0.01%
+606
410
$8K ﹤0.01%
111
411
$8K ﹤0.01%
892
412
$8K ﹤0.01%
517
413
$8K ﹤0.01%
325
414
$8K ﹤0.01%
150
415
$8K ﹤0.01%
112
-2
416
$7K ﹤0.01%
733
417
$7K ﹤0.01%
+100
418
$7K ﹤0.01%
882
419
$7K ﹤0.01%
108
420
$7K ﹤0.01%
50
421
$7K ﹤0.01%
112
+1
422
$7K ﹤0.01%
+34
423
$7K ﹤0.01%
68
424
$7K ﹤0.01%
126
425
$7K ﹤0.01%
284