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
1151
$14K ﹤0.01%
+108
1152
$14K ﹤0.01%
500
1153
$14K ﹤0.01%
357
1154
$14K ﹤0.01%
231
1155
$14K ﹤0.01%
113
+89
1156
$14K ﹤0.01%
1,039
+897
1157
$14K ﹤0.01%
60
+55
1158
$14K ﹤0.01%
702
1159
$14K ﹤0.01%
252
1160
$14K ﹤0.01%
558
+408
1161
$14K ﹤0.01%
325
1162
$14K ﹤0.01%
674
+9
1163
$14K ﹤0.01%
+120
1164
$14K ﹤0.01%
+125
1165
$14K ﹤0.01%
960
1166
$13K ﹤0.01%
321
+295
1167
$13K ﹤0.01%
165
-181
1168
$13K ﹤0.01%
148
+136
1169
$13K ﹤0.01%
+354
1170
$13K ﹤0.01%
+165
1171
$13K ﹤0.01%
112
+32
1172
$13K ﹤0.01%
+153
1173
$13K ﹤0.01%
+409
1174
$13K ﹤0.01%
+387
1175
$13K ﹤0.01%
441
+2