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
$4.87B
AUM Growth
+$1.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,676
New
Increased
Reduced
Closed

Sector Composition

1 Technology 1.72%
2 Financials 0.9%
3 Communication Services 0.66%
4 Healthcare 0.53%
5 Industrials 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1051
$7K ﹤0.01%
+50
1052
$7K ﹤0.01%
407
+7
1053
$7K ﹤0.01%
213
+1
1054
$7K ﹤0.01%
158
1055
$7K ﹤0.01%
+333
1056
$7K ﹤0.01%
430
1057
$7K ﹤0.01%
882
1058
$7K ﹤0.01%
145
1059
$7K ﹤0.01%
41
1060
$7K ﹤0.01%
+32
1061
$7K ﹤0.01%
+80
1062
$7K ﹤0.01%
+14
1063
$7K ﹤0.01%
263
1064
$7K ﹤0.01%
56
1065
$7K ﹤0.01%
210
1066
$7K ﹤0.01%
82
1067
$7K ﹤0.01%
300
1068
$7K ﹤0.01%
182
1069
$7K ﹤0.01%
+325
1070
$7K ﹤0.01%
122
1071
$7K ﹤0.01%
185
+50
1072
$7K ﹤0.01%
39
1073
$7K ﹤0.01%
52
-10
1074
$7K ﹤0.01%
80
1075
$7K ﹤0.01%
48