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
$269M
AUM Growth
+$4.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
652
New
Increased
Reduced
Closed

Sector Composition

1 Technology 4.11%
2 Communication Services 2.29%
3 Energy 2.08%
4 Financials 2.05%
5 Healthcare 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
$1K ﹤0.01%
+97
602
$0 ﹤0.01%
+5
603
$0 ﹤0.01%
+46
604
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605
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606
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607
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608
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609
$0 ﹤0.01%
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610
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611
$0 ﹤0.01%
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612
$0 ﹤0.01%
+5
613
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$0 ﹤0.01%
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619
$0 ﹤0.01%
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621
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622
0
623
0
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$0 ﹤0.01%
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625
$0 ﹤0.01%
+3