AF

Allworth Financial Portfolio holdings

AUM $17.7B
This Quarter Return
-0.83%
1 Year Return
+5.85%
3 Year Return
+14.2%
5 Year Return
+63%
10 Year Return
+79.68%
AUM
$17.7B
AUM Growth
-$429M
Cap. Flow
+$472M
Cap. Flow %
2.66%
Top 10 Hldgs %
52.7%
Holding
4,220
New
286
Increased
1,842
Reduced
1,092
Closed
178
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$959K0.01% 4,389
+48
+1%
+$10.5K
$958K0.01% 1,946
+205
+12%
+$101K
$956K0.01% 11,693
+849
+8%
+$69.4K
$948K0.01% 4,522
+150
+3%
+$31.5K
$945K0.01% 15,313
+1,614
+12%
+$99.6K
$943K0.01% 3,748
-18
-0.5%
-$4.53K
$935K0.01% 17,408
-499
-3%
-$26.8K
$924K0.01% 17,284
-549
-3%
-$29.4K
$922K0.01% 1,367
+77
+6%
+$52K
$919K0.01% 4,934
+6
+0.1%
+$1.12K
$918K0.01% 7,617
$918K0.01% 21,734
+6,778
+45%
+$286K
$917K0.01% 21,219
+9,630
+83%
+$416K
$913K0.01% 13,374
+11,679
+689%
+$798K
$909K0.01% 2,648
+538
+26%
+$185K
$908K0.01% 13,793
$897K0.01% 6,074
+995
+20%
+$147K
$893K0.01% 7,303
-255
-3%
-$31.2K
$893K0.01% 4,765
-55
-1%
-$10.3K
$893K0.01% 4,545
-799
-15%
-$157K
$888K0.01% 24,874
-128
-0.5%
-$4.57K
$885K0.01% 4,600
-3,166
-41%
-$609K
$883K0.01% 14,515
+13
+0.1%
+$791
$875K﹤0.01% 12,586
-182
-1%
-$12.7K
$872K﹤0.01% 13,196
+1,240
+10%
+$81.9K