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
526
$7K ﹤0.01%
203
527
$7K ﹤0.01%
52
528
$7K ﹤0.01%
+50
529
$7K ﹤0.01%
68
530
$7K ﹤0.01%
823
531
$7K ﹤0.01%
125
532
$7K ﹤0.01%
126
533
$7K ﹤0.01%
721
534
$6K ﹤0.01%
114
535
$6K ﹤0.01%
183
536
$6K ﹤0.01%
75
537
$6K ﹤0.01%
101
538
$6K ﹤0.01%
+325
539
$6K ﹤0.01%
238
540
$6K ﹤0.01%
+233
541
$6K ﹤0.01%
700
+150
542
$6K ﹤0.01%
+92
543
$6K ﹤0.01%
422
+190
544
$6K ﹤0.01%
125
545
$6K ﹤0.01%
26
546
$6K ﹤0.01%
400
547
$6K ﹤0.01%
175
548
$6K ﹤0.01%
+61
549
$6K ﹤0.01%
+137
550
$6K ﹤0.01%
400