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
426
$6K ﹤0.01%
+113
427
$6K ﹤0.01%
+238
428
$6K ﹤0.01%
+300
429
$6K ﹤0.01%
+100
430
$6K ﹤0.01%
+75
431
$6K ﹤0.01%
+100
432
$6K ﹤0.01%
+100
433
$6K ﹤0.01%
+172
434
$6K ﹤0.01%
+126
435
$6K ﹤0.01%
+56
436
$6K ﹤0.01%
+17
437
$6K ﹤0.01%
+1
438
$6K ﹤0.01%
+345
439
$5K ﹤0.01%
+100
440
$5K ﹤0.01%
+150
441
$5K ﹤0.01%
+25
442
$5K ﹤0.01%
+26
443
$5K ﹤0.01%
+53
444
$5K ﹤0.01%
+104
445
$5K ﹤0.01%
+111
446
$5K ﹤0.01%
+203
447
$5K ﹤0.01%
+399
448
$5K ﹤0.01%
+150
449
$5K ﹤0.01%
+119
450
$5K ﹤0.01%
+67