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
476
$6K ﹤0.01%
344
+3
477
$6K ﹤0.01%
113
+1
478
$6K ﹤0.01%
144
479
$6K ﹤0.01%
126
480
$6K ﹤0.01%
209
481
$5K ﹤0.01%
31
482
$5K ﹤0.01%
46
483
$5K ﹤0.01%
+155
484
$5K ﹤0.01%
257
485
0
486
$5K ﹤0.01%
200
487
$5K ﹤0.01%
60
488
$5K ﹤0.01%
26
489
$5K ﹤0.01%
53
-504
490
$5K ﹤0.01%
100
491
$5K ﹤0.01%
175
492
$5K ﹤0.01%
175
493
$5K ﹤0.01%
100
494
$5K ﹤0.01%
67
495
$5K ﹤0.01%
+49
496
$5K ﹤0.01%
26
497
$5K ﹤0.01%
208
498
$5K ﹤0.01%
100
499
$5K ﹤0.01%
641
500
$5K ﹤0.01%
400