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
451
$5K ﹤0.01%
+100
452
$5K ﹤0.01%
+144
453
$5K ﹤0.01%
+238
454
$5K ﹤0.01%
+126
455
$5K ﹤0.01%
+209
456
$5K ﹤0.01%
+800
457
$4K ﹤0.01%
+133
458
$4K ﹤0.01%
+28
459
$4K ﹤0.01%
+81
460
$4K ﹤0.01%
+228
461
$4K ﹤0.01%
+68
462
$4K ﹤0.01%
+74
463
$4K ﹤0.01%
+177
464
$4K ﹤0.01%
+257
465
$4K ﹤0.01%
+374
466
$4K ﹤0.01%
+60
467
$4K ﹤0.01%
+43
468
$4K ﹤0.01%
+178
469
$4K ﹤0.01%
+156
470
$4K ﹤0.01%
+167
471
$4K ﹤0.01%
+66
472
$4K ﹤0.01%
+302
473
$4K ﹤0.01%
+146
474
$4K ﹤0.01%
+150
475
$4K ﹤0.01%
+120