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
426
$7K ﹤0.01%
150
427
$7K ﹤0.01%
641
428
$7K ﹤0.01%
138
429
$7K ﹤0.01%
126
430
$7K ﹤0.01%
280
431
$6K ﹤0.01%
200
+100
432
$6K ﹤0.01%
206
433
$6K ﹤0.01%
116
434
$6K ﹤0.01%
225
-938
435
$6K ﹤0.01%
190
436
$6K ﹤0.01%
800
437
$6K ﹤0.01%
+900
438
$6K ﹤0.01%
+100
439
$6K ﹤0.01%
1,000
440
$6K ﹤0.01%
1,020
441
$6K ﹤0.01%
248
442
$6K ﹤0.01%
206
+105
443
$6K ﹤0.01%
125
444
$6K ﹤0.01%
115
+1
445
$6K ﹤0.01%
100
446
$6K ﹤0.01%
200
447
$6K ﹤0.01%
144
448
$6K ﹤0.01%
721
449
$5K ﹤0.01%
150
450
$5K ﹤0.01%
101