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
1126
$15K ﹤0.01%
136
+103
1127
$15K ﹤0.01%
188
+127
1128
$15K ﹤0.01%
322
1129
$15K ﹤0.01%
2,171
-100
1130
$15K ﹤0.01%
923
1131
$15K ﹤0.01%
197
1132
$15K ﹤0.01%
130
1133
$15K ﹤0.01%
937
+725
1134
$15K ﹤0.01%
+80
1135
$15K ﹤0.01%
+188
1136
$15K ﹤0.01%
681
+473
1137
$15K ﹤0.01%
686
1138
$14K ﹤0.01%
+116
1139
$14K ﹤0.01%
+798
1140
$14K ﹤0.01%
200
1141
$14K ﹤0.01%
651
+6
1142
$14K ﹤0.01%
+500
1143
$14K ﹤0.01%
579
+471
1144
$14K ﹤0.01%
+50
1145
$14K ﹤0.01%
4,073
1146
$14K ﹤0.01%
+623
1147
$14K ﹤0.01%
173
+171
1148
$14K ﹤0.01%
168
1149
$14K ﹤0.01%
788
+258
1150
$14K ﹤0.01%
299
+1