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
$987M
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Sector Composition

1 Technology 1.47%
2 Financials 0.96%
3 Communication Services 0.96%
4 Energy 0.7%
5 Consumer Staples 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$8K ﹤0.01%
+189
427
$8K ﹤0.01%
100
428
$8K ﹤0.01%
301
429
$8K ﹤0.01%
117
+1
430
$8K ﹤0.01%
100
431
$8K ﹤0.01%
105
432
$8K ﹤0.01%
183
433
$8K ﹤0.01%
95
434
$8K ﹤0.01%
255
435
$7K ﹤0.01%
40
436
$7K ﹤0.01%
+124
437
$7K ﹤0.01%
206
438
$7K ﹤0.01%
+135
439
$7K ﹤0.01%
278
440
$7K ﹤0.01%
+93
441
$7K ﹤0.01%
+192
442
$7K ﹤0.01%
174
443
$7K ﹤0.01%
+124
444
$7K ﹤0.01%
190
445
$7K ﹤0.01%
800
446
$7K ﹤0.01%
800
447
$7K ﹤0.01%
451
-789
448
$7K ﹤0.01%
50
449
$7K ﹤0.01%
111
450
$7K ﹤0.01%
100