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
1276
$19K ﹤0.01%
318
-421
1277
$19K ﹤0.01%
+264
1278
$19K ﹤0.01%
465
1279
$19K ﹤0.01%
476
+417
1280
$19K ﹤0.01%
516
+43
1281
$19K ﹤0.01%
68
1282
$19K ﹤0.01%
1,008
1283
$19K ﹤0.01%
2,448
1284
$19K ﹤0.01%
+2,643
1285
$19K ﹤0.01%
1,917
+1,634
1286
$19K ﹤0.01%
500
1287
$19K ﹤0.01%
+197
1288
$19K ﹤0.01%
960
1289
$19K ﹤0.01%
546
1290
$19K ﹤0.01%
+957
1291
$19K ﹤0.01%
+324
1292
$18K ﹤0.01%
400
1293
$18K ﹤0.01%
366
+106
1294
$18K ﹤0.01%
335
1295
$18K ﹤0.01%
253
+4
1296
$18K ﹤0.01%
112
-84
1297
$18K ﹤0.01%
284
1298
$18K ﹤0.01%
280
1299
$18K ﹤0.01%
247
+20
1300
$18K ﹤0.01%
480