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
1326
$17K ﹤0.01%
130
1327
$17K ﹤0.01%
455
+130
1328
$17K ﹤0.01%
10,050
1329
$17K ﹤0.01%
592
1330
$17K ﹤0.01%
2,105
1331
$16K ﹤0.01%
+210
1332
$16K ﹤0.01%
404
+10
1333
$16K ﹤0.01%
212
+50
1334
$16K ﹤0.01%
+198
1335
$16K ﹤0.01%
124
-15
1336
$16K ﹤0.01%
1,086
+1,021
1337
$16K ﹤0.01%
424
1338
$16K ﹤0.01%
304
+204
1339
$16K ﹤0.01%
+62
1340
$16K ﹤0.01%
221
1341
$16K ﹤0.01%
310
+179
1342
$16K ﹤0.01%
617
+9
1343
$16K ﹤0.01%
333
+28
1344
$16K ﹤0.01%
201
1345
$16K ﹤0.01%
204
+14
1346
$16K ﹤0.01%
316
1347
$16K ﹤0.01%
679
+57
1348
$16K ﹤0.01%
635
1349
$16K ﹤0.01%
399
+217
1350
$15K ﹤0.01%
305