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
801
$7K ﹤0.01%
402
802
$7K ﹤0.01%
+23
803
$7K ﹤0.01%
582
804
$7K ﹤0.01%
+142
805
$7K ﹤0.01%
166
806
$7K ﹤0.01%
137
-49
807
$7K ﹤0.01%
303
808
$7K ﹤0.01%
+1,248
809
$7K ﹤0.01%
+2,101
810
$7K ﹤0.01%
284
811
$7K ﹤0.01%
+875
812
$7K ﹤0.01%
+2,332
813
$7K ﹤0.01%
1,429
814
$7K ﹤0.01%
255
815
$6K ﹤0.01%
748
816
$6K ﹤0.01%
1,215
+1,000
817
$6K ﹤0.01%
+272
818
$6K ﹤0.01%
131
+23
819
$6K ﹤0.01%
210
820
$6K ﹤0.01%
142
-344
821
$6K ﹤0.01%
158
822
$6K ﹤0.01%
87
823
$6K ﹤0.01%
723
824
$6K ﹤0.01%
85
825
$6K ﹤0.01%
227