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
$7.84B
AUM Growth
+$787M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,498
New
Increased
Reduced
Closed

Sector Composition

1 Technology 2.67%
2 Financials 1.23%
3 Healthcare 0.81%
4 Industrials 0.71%
5 Communication Services 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1151
$26K ﹤0.01%
300
1152
$25K ﹤0.01%
521
+10
1153
$25K ﹤0.01%
434
1154
$25K ﹤0.01%
185
+5
1155
$25K ﹤0.01%
196
+192
1156
$25K ﹤0.01%
460
1157
$25K ﹤0.01%
+1,355
1158
$25K ﹤0.01%
739
1159
$25K ﹤0.01%
+477
1160
$25K ﹤0.01%
129
+118
1161
$25K ﹤0.01%
+1,013
1162
$25K ﹤0.01%
+68
1163
$25K ﹤0.01%
210
+63
1164
$25K ﹤0.01%
376
+15
1165
$25K ﹤0.01%
274
+5
1166
$25K ﹤0.01%
1,921
1167
$25K ﹤0.01%
607
-331
1168
$25K ﹤0.01%
316
-1,166
1169
$25K ﹤0.01%
+1,250
1170
$25K ﹤0.01%
346
+210
1171
$25K ﹤0.01%
+208
1172
$25K ﹤0.01%
105
+102
1173
$24K ﹤0.01%
104
+102
1174
$24K ﹤0.01%
1,000
1175
$24K ﹤0.01%
376
+247