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
1226
$12K ﹤0.01%
+174
1227
$12K ﹤0.01%
4,750
1228
$12K ﹤0.01%
+201
1229
$12K ﹤0.01%
+124
1230
$12K ﹤0.01%
+46
1231
$12K ﹤0.01%
+1,479
1232
$12K ﹤0.01%
+104
1233
$12K ﹤0.01%
+82
1234
$12K ﹤0.01%
286
1235
$12K ﹤0.01%
+1,028
1236
$12K ﹤0.01%
552
1237
$12K ﹤0.01%
114
+50
1238
$12K ﹤0.01%
+173
1239
$12K ﹤0.01%
250
+3
1240
$12K ﹤0.01%
150
1241
$12K ﹤0.01%
+32
1242
$12K ﹤0.01%
+384
1243
$12K ﹤0.01%
+202
1244
$12K ﹤0.01%
+370
1245
$12K ﹤0.01%
+28
1246
$12K ﹤0.01%
100
1247
$12K ﹤0.01%
+46
1248
$12K ﹤0.01%
356
1249
$12K ﹤0.01%
21
1250
$12K ﹤0.01%
36