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
$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
626
$6K ﹤0.01%
206
627
$6K ﹤0.01%
314
628
$6K ﹤0.01%
882
629
$6K ﹤0.01%
145
630
$6K ﹤0.01%
162
631
$6K ﹤0.01%
53
632
$6K ﹤0.01%
+464
633
$6K ﹤0.01%
200
634
$6K ﹤0.01%
100
635
$6K ﹤0.01%
100
-9
636
$6K ﹤0.01%
+70
637
$6K ﹤0.01%
114
638
$6K ﹤0.01%
100
639
$6K ﹤0.01%
800
640
$6K ﹤0.01%
82
641
$6K ﹤0.01%
736
642
0
643
$6K ﹤0.01%
116
644
$6K ﹤0.01%
177
645
$6K ﹤0.01%
410
646
$6K ﹤0.01%
50
647
$6K ﹤0.01%
208
-17
648
$6K ﹤0.01%
+400
649
$6K ﹤0.01%
283
+250
650
$6K ﹤0.01%
44