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
751
$8K ﹤0.01%
+187
752
$8K ﹤0.01%
+165
753
$8K ﹤0.01%
231
754
$8K ﹤0.01%
124
755
$8K ﹤0.01%
632
756
$8K ﹤0.01%
+160
757
$8K ﹤0.01%
+68
758
$8K ﹤0.01%
300
759
$8K ﹤0.01%
587
+477
760
$8K ﹤0.01%
39
761
$8K ﹤0.01%
172
+130
762
$8K ﹤0.01%
190
763
$8K ﹤0.01%
164
764
$8K ﹤0.01%
50
765
$8K ﹤0.01%
+192
766
$8K ﹤0.01%
771
767
$8K ﹤0.01%
116
768
$8K ﹤0.01%
+76
769
$8K ﹤0.01%
1,350
+1,305
770
$8K ﹤0.01%
56
-46
771
$8K ﹤0.01%
100
772
$8K ﹤0.01%
157
+2
773
$8K ﹤0.01%
93
774
$8K ﹤0.01%
141
+137
775
$7K ﹤0.01%
65
+38