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
1301
$18K ﹤0.01%
350
1302
$18K ﹤0.01%
369
1303
$18K ﹤0.01%
+448
1304
$18K ﹤0.01%
886
+876
1305
$18K ﹤0.01%
424
1306
$18K ﹤0.01%
196
+1
1307
$18K ﹤0.01%
192
+4
1308
$18K ﹤0.01%
311
-143
1309
$17K ﹤0.01%
300
+100
1310
$17K ﹤0.01%
276
+211
1311
$17K ﹤0.01%
2,050
1312
$17K ﹤0.01%
402
1313
$17K ﹤0.01%
736
+200
1314
$17K ﹤0.01%
440
1315
$17K ﹤0.01%
+700
1316
$17K ﹤0.01%
246
1317
$17K ﹤0.01%
290
+150
1318
$17K ﹤0.01%
786
-36
1319
$17K ﹤0.01%
+198
1320
$17K ﹤0.01%
584
1321
$17K ﹤0.01%
150
+75
1322
$17K ﹤0.01%
286
1323
$17K ﹤0.01%
600
1324
$17K ﹤0.01%
+131
1325
$17K ﹤0.01%
+500