AF

Allworth Financial Portfolio holdings

AUM $20.8B
1-Year Est. Return 12.38%
This Quarter Est. Return
1 Year Est. Return
+12.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.85B
AUM Growth
+$226M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,159
New
Increased
Reduced
Closed

Sector Composition

1 Technology 1.98%
2 Communication Services 0.86%
3 Financials 0.57%
4 Healthcare 0.43%
5 Consumer Staples 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
$6K ﹤0.01%
33
727
$6K ﹤0.01%
100
728
$6K ﹤0.01%
206
729
$6K ﹤0.01%
+216
730
$6K ﹤0.01%
158
+1
731
$6K ﹤0.01%
430
+328
732
$6K ﹤0.01%
145
733
$6K ﹤0.01%
100
734
$6K ﹤0.01%
364
735
$6K ﹤0.01%
79
736
$6K ﹤0.01%
10
737
$6K ﹤0.01%
800
738
$6K ﹤0.01%
114
739
$6K ﹤0.01%
166
+20
740
$6K ﹤0.01%
1,125
741
$6K ﹤0.01%
880
-335
742
$6K ﹤0.01%
272
+250
743
$6K ﹤0.01%
817
744
$6K ﹤0.01%
330
-5,485
745
$6K ﹤0.01%
522
746
$6K ﹤0.01%
131
+1
747
$6K ﹤0.01%
26
748
$6K ﹤0.01%
109
749
$6K ﹤0.01%
162
+136
750
$6K ﹤0.01%
68