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
$5.99B
AUM Growth
+$583M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,035
New
Increased
Reduced
Closed

Sector Composition

1 Technology 2.04%
2 Financials 1.02%
3 Communication Services 0.71%
4 Healthcare 0.63%
5 Consumer Discretionary 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1101
$16K ﹤0.01%
545
1102
$16K ﹤0.01%
228
1103
$16K ﹤0.01%
424
+124
1104
$16K ﹤0.01%
246
1105
$16K ﹤0.01%
305
1106
$16K ﹤0.01%
+372
1107
$16K ﹤0.01%
640
+609
1108
$16K ﹤0.01%
+265
1109
$16K ﹤0.01%
316
+245
1110
$15K ﹤0.01%
+400
1111
$15K ﹤0.01%
842
-3
1112
$15K ﹤0.01%
738
+532
1113
$15K ﹤0.01%
50
1114
$15K ﹤0.01%
1,000
1115
$15K ﹤0.01%
251
1116
$15K ﹤0.01%
710
+72
1117
$15K ﹤0.01%
321
1118
$15K ﹤0.01%
197
1119
$15K ﹤0.01%
656
1120
$15K ﹤0.01%
473
+6
1121
$15K ﹤0.01%
177
1122
$15K ﹤0.01%
822
+552
1123
$15K ﹤0.01%
447
+370
1124
$15K ﹤0.01%
+1,333
1125
$15K ﹤0.01%
85