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
1126
$1K ﹤0.01%
36
1127
$1K ﹤0.01%
34
1128
$1K ﹤0.01%
156
+4
1129
$1K ﹤0.01%
18
1130
$1K ﹤0.01%
27
1131
$1K ﹤0.01%
21
1132
$1K ﹤0.01%
96
1133
$1K ﹤0.01%
26
1134
$1K ﹤0.01%
100
1135
$1K ﹤0.01%
28
1136
$1K ﹤0.01%
100
1137
$1K ﹤0.01%
+24
1138
$1K ﹤0.01%
194
1139
$1K ﹤0.01%
+30
1140
$1K ﹤0.01%
+36
1141
$1K ﹤0.01%
60
1142
$1K ﹤0.01%
+25
1143
$1K ﹤0.01%
28
1144
$1K ﹤0.01%
63
1145
$1K ﹤0.01%
+20
1146
$1K ﹤0.01%
24
1147
$1K ﹤0.01%
16
1148
$1K ﹤0.01%
+25
1149
$1K ﹤0.01%
37
1150
$1K ﹤0.01%
22