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
426
$7K ﹤0.01%
238
427
0
428
$7K ﹤0.01%
135
429
$6K ﹤0.01%
100
430
$6K ﹤0.01%
100
431
$6K ﹤0.01%
174
432
$6K ﹤0.01%
800
433
$6K ﹤0.01%
203
434
$6K ﹤0.01%
1,000
435
$6K ﹤0.01%
451
436
$6K ﹤0.01%
150
437
$6K ﹤0.01%
200
438
$6K ﹤0.01%
+505
439
$6K ﹤0.01%
200
440
$6K ﹤0.01%
56
441
$6K ﹤0.01%
185
+1
442
$6K ﹤0.01%
1
443
$6K ﹤0.01%
126
444
$6K ﹤0.01%
255
445
$5K ﹤0.01%
150
446
$5K ﹤0.01%
206
447
$5K ﹤0.01%
26
448
$5K ﹤0.01%
105
+1
449
$5K ﹤0.01%
302
450
$5K ﹤0.01%
119