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
$1.13B
AUM Growth
+$69.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
887
New
Increased
Reduced
Closed

Sector Composition

1 Technology 1.48%
2 Communication Services 0.79%
3 Financials 0.66%
4 Healthcare 0.59%
5 Energy 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$8K ﹤0.01%
154
502
$8K ﹤0.01%
124
503
$8K ﹤0.01%
188
504
$8K ﹤0.01%
1,310
+1,008
505
$8K ﹤0.01%
1,020
506
$8K ﹤0.01%
522
507
$8K ﹤0.01%
401
508
$8K ﹤0.01%
120
+1
509
$8K ﹤0.01%
+158
510
$8K ﹤0.01%
340
511
$8K ﹤0.01%
100
512
$8K ﹤0.01%
+177
513
$8K ﹤0.01%
+265
514
$8K ﹤0.01%
641
515
$8K ﹤0.01%
1,332
516
$8K ﹤0.01%
128
-22
517
$8K ﹤0.01%
+145
518
$7K ﹤0.01%
170
519
$7K ﹤0.01%
88
-25
520
$7K ﹤0.01%
+134
521
$7K ﹤0.01%
206
522
$7K ﹤0.01%
190
523
$7K ﹤0.01%
203
524
$7K ﹤0.01%
52
525
$7K ﹤0.01%
+50