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
$892M
AUM Growth
+$92.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
739
New
Increased
Reduced
Closed

Sector Composition

1 Technology 1.39%
2 Communication Services 1.03%
3 Financials 0.69%
4 Consumer Staples 0.63%
5 Healthcare 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$9K ﹤0.01%
230
402
$9K ﹤0.01%
203
+1
403
$9K ﹤0.01%
525
404
$9K ﹤0.01%
1,333
405
$9K ﹤0.01%
325
406
$9K ﹤0.01%
+240
407
$9K ﹤0.01%
+100
408
$9K ﹤0.01%
135
409
$9K ﹤0.01%
255
410
$8K ﹤0.01%
191
-134
411
$8K ﹤0.01%
733
412
$8K ﹤0.01%
100
413
$8K ﹤0.01%
278
414
$8K ﹤0.01%
100
415
$8K ﹤0.01%
100
416
0
417
$8K ﹤0.01%
399
418
$8K ﹤0.01%
111
419
$8K ﹤0.01%
126
420
$7K ﹤0.01%
+120
421
$7K ﹤0.01%
186
+76
422
$7K ﹤0.01%
882
423
$7K ﹤0.01%
174
424
$7K ﹤0.01%
400
425
$7K ﹤0.01%
105