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
476
$4K ﹤0.01%
+55
477
$4K ﹤0.01%
+439
478
$4K ﹤0.01%
+100
479
$4K ﹤0.01%
+82
480
$4K ﹤0.01%
+325
481
$4K ﹤0.01%
44
-2,413
482
$4K ﹤0.01%
+451
483
$4K ﹤0.01%
+50
484
$4K ﹤0.01%
+91
485
0
486
$3K ﹤0.01%
+169
487
$3K ﹤0.01%
+100
488
$3K ﹤0.01%
+80
489
$3K ﹤0.01%
+36
490
$3K ﹤0.01%
+276
491
$3K ﹤0.01%
+4
492
$3K ﹤0.01%
+150
493
0
494
$3K ﹤0.01%
+177
495
$3K ﹤0.01%
+52
496
$3K ﹤0.01%
+140
497
$3K ﹤0.01%
+400
498
$3K ﹤0.01%
+150
499
$3K ﹤0.01%
+36
500
$3K ﹤0.01%
+300