AF

Allworth Financial Portfolio holdings

AUM $24.3B
1-Year Est. Return 15.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.21B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,045
New
Increased
Reduced
Closed

Sector Composition

1 Technology 1.17%
2 Financials 0.45%
3 Communication Services 0.44%
4 Healthcare 0.42%
5 Energy 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$9K ﹤0.01%
203
577
0
578
$9K ﹤0.01%
436
579
$9K ﹤0.01%
+36
580
$9K ﹤0.01%
219
+2
581
$9K ﹤0.01%
69
582
$9K ﹤0.01%
284
583
$9K ﹤0.01%
+189
584
$8K ﹤0.01%
337
-381
585
$8K ﹤0.01%
81
586
$8K ﹤0.01%
823
587
$8K ﹤0.01%
125
-32
588
$8K ﹤0.01%
93
589
$8K ﹤0.01%
144
590
$8K ﹤0.01%
+305
591
$8K ﹤0.01%
190
592
$8K ﹤0.01%
+159
593
$8K ﹤0.01%
700
594
$8K ﹤0.01%
+180
595
$8K ﹤0.01%
43
596
$8K ﹤0.01%
100
597
$8K ﹤0.01%
853
+30
598
$8K ﹤0.01%
100
599
$8K ﹤0.01%
271
600
$7K ﹤0.01%
255