AF

Allworth Financial Portfolio holdings

AUM $24.3B
1-Year Est. Return 15.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.81B
AUM Growth
+$492M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,486
New
Increased
Reduced
Closed

Sector Composition

1 Technology 1.7%
2 Financials 0.79%
3 Communication Services 0.62%
4 Real Estate 0.5%
5 Healthcare 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
901
$8K ﹤0.01%
686
902
$8K ﹤0.01%
184
903
$8K ﹤0.01%
+200
904
$8K ﹤0.01%
159
905
$8K ﹤0.01%
255
906
$7K ﹤0.01%
197
907
$7K ﹤0.01%
+210
908
$7K ﹤0.01%
348
909
$7K ﹤0.01%
+267
910
$7K ﹤0.01%
182
911
$7K ﹤0.01%
177
+1
912
$7K ﹤0.01%
+225
913
$7K ﹤0.01%
+100
914
$7K ﹤0.01%
527
915
$7K ﹤0.01%
371
916
$7K ﹤0.01%
33
917
$7K ﹤0.01%
75
918
$7K ﹤0.01%
61
919
$7K ﹤0.01%
72
920
$7K ﹤0.01%
212
-241
921
$7K ﹤0.01%
561
+4
922
$7K ﹤0.01%
145
923
$7K ﹤0.01%
175
924
$7K ﹤0.01%
+86
925
$7K ﹤0.01%
794
+12