AF

Allworth Financial Portfolio holdings

AUM $24.3B
1-Year Est. Return 15.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.41B
AUM Growth
+$542M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,730
New
Increased
Reduced
Closed

Sector Composition

1 Technology 1.64%
2 Financials 0.87%
3 Communication Services 0.64%
4 Industrials 0.47%
5 Consumer Discretionary 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1176
$6K ﹤0.01%
+232
1177
$6K ﹤0.01%
93
1178
$6K ﹤0.01%
325
1179
$6K ﹤0.01%
410
1180
$6K ﹤0.01%
18
1181
$6K ﹤0.01%
116
1182
$6K ﹤0.01%
121
1183
$6K ﹤0.01%
1,400
1184
$6K ﹤0.01%
13
+7
1185
$6K ﹤0.01%
80
1186
$6K ﹤0.01%
48
1187
$6K ﹤0.01%
+125
1188
$6K ﹤0.01%
500
1189
$6K ﹤0.01%
130
+6
1190
$6K ﹤0.01%
75
1191
$6K ﹤0.01%
150
1192
$6K ﹤0.01%
+201
1193
$6K ﹤0.01%
246
1194
$6K ﹤0.01%
419
1195
$5K ﹤0.01%
383
1196
$5K ﹤0.01%
224
1197
$5K ﹤0.01%
108
+2
1198
$5K ﹤0.01%
88
1199
$5K ﹤0.01%
59
1200
$5K ﹤0.01%
43