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
1201
$13K ﹤0.01%
91
1202
$13K ﹤0.01%
+238
1203
$13K ﹤0.01%
+54
1204
$13K ﹤0.01%
+278
1205
$13K ﹤0.01%
+608
1206
$12K ﹤0.01%
+309
1207
$12K ﹤0.01%
+101
1208
$12K ﹤0.01%
+53
1209
$12K ﹤0.01%
+329
1210
$12K ﹤0.01%
+260
1211
$12K ﹤0.01%
+413
1212
$12K ﹤0.01%
177
+2
1213
$12K ﹤0.01%
208
1214
$12K ﹤0.01%
+108
1215
$12K ﹤0.01%
219
+3
1216
$12K ﹤0.01%
542
+161
1217
$12K ﹤0.01%
+364
1218
$12K ﹤0.01%
78
+61
1219
$12K ﹤0.01%
400
1220
$12K ﹤0.01%
192
+1
1221
$12K ﹤0.01%
+366
1222
$12K ﹤0.01%
+338
1223
$12K ﹤0.01%
+18
1224
$12K ﹤0.01%
119
1225
$12K ﹤0.01%
202