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
$3.01B
AUM Growth
+$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,382
New
Increased
Reduced
Closed

Sector Composition

1 Technology 2%
2 Communication Services 0.84%
3 Financials 0.63%
4 Healthcare 0.62%
5 Industrials 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
$9K ﹤0.01%
800
727
$9K ﹤0.01%
+702
728
$9K ﹤0.01%
+98
729
$9K ﹤0.01%
104
+102
730
$9K ﹤0.01%
108
+50
731
$9K ﹤0.01%
+151
732
$9K ﹤0.01%
+500
733
$9K ﹤0.01%
+62
734
$9K ﹤0.01%
1,000
735
$9K ﹤0.01%
20
736
$9K ﹤0.01%
11,266
737
$9K ﹤0.01%
114
738
$8K ﹤0.01%
+246
739
$8K ﹤0.01%
50
740
$8K ﹤0.01%
+345
741
$8K ﹤0.01%
186
+2
742
$8K ﹤0.01%
+1,000
743
$8K ﹤0.01%
+84
744
$8K ﹤0.01%
+130
745
$8K ﹤0.01%
+168
746
$8K ﹤0.01%
228
747
$8K ﹤0.01%
213
748
$8K ﹤0.01%
1,229
-275
749
$8K ﹤0.01%
1,110
+33
750
$8K ﹤0.01%
27
+1