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
1201
$1K ﹤0.01%
26
1202
$1K ﹤0.01%
+59
1203
$1K ﹤0.01%
14
1204
$1K ﹤0.01%
15
1205
$1K ﹤0.01%
104
1206
$1K ﹤0.01%
80
1207
$1K ﹤0.01%
74
+1
1208
$1K ﹤0.01%
57
1209
$1K ﹤0.01%
24
1210
$1K ﹤0.01%
13
1211
$1K ﹤0.01%
7
-17
1212
$1K ﹤0.01%
17
1213
$1K ﹤0.01%
20
1214
$1K ﹤0.01%
100
1215
-339
1216
$0 ﹤0.01%
+100
1217
$0 ﹤0.01%
+27
1218
$0 ﹤0.01%
6
1219
$0 ﹤0.01%
+26
1220
$0 ﹤0.01%
30
1221
$0 ﹤0.01%
+3
1222
$0 ﹤0.01%
15
1223
$0 ﹤0.01%
23
1224
$0 ﹤0.01%
+400
1225
$0 ﹤0.01%
+2