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
$951M
AUM Growth
+$58.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
791
New
Increased
Reduced
Closed

Sector Composition

1 Technology 1.52%
2 Communication Services 0.95%
3 Financials 0.64%
4 Healthcare 0.6%
5 Consumer Staples 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$7K ﹤0.01%
882
452
$7K ﹤0.01%
174
453
$7K ﹤0.01%
190
454
$7K ﹤0.01%
400
455
$7K ﹤0.01%
1,020
456
$7K ﹤0.01%
138
457
$7K ﹤0.01%
+100
458
$7K ﹤0.01%
105
459
$7K ﹤0.01%
150
460
$7K ﹤0.01%
125
+75
461
$6K ﹤0.01%
+75
462
$6K ﹤0.01%
120
463
$6K ﹤0.01%
150
464
$6K ﹤0.01%
31
+6
465
$6K ﹤0.01%
206
466
$6K ﹤0.01%
+200
467
$6K ﹤0.01%
125
468
$6K ﹤0.01%
225
469
$6K ﹤0.01%
+400
470
$6K ﹤0.01%
180
471
$6K ﹤0.01%
208
+51
472
$6K ﹤0.01%
800
473
$6K ﹤0.01%
800
474
$6K ﹤0.01%
100
475
$6K ﹤0.01%
+75