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
1351
$10K ﹤0.01%
+78
1352
$10K ﹤0.01%
182
1353
$10K ﹤0.01%
170
-31
1354
$10K ﹤0.01%
+128
1355
$10K ﹤0.01%
167
1356
$10K ﹤0.01%
+20
1357
$10K ﹤0.01%
351
+51
1358
$10K ﹤0.01%
279
1359
$10K ﹤0.01%
+50
1360
$10K ﹤0.01%
212
+2
1361
$10K ﹤0.01%
215
1362
$10K ﹤0.01%
+442
1363
$10K ﹤0.01%
+46
1364
$10K ﹤0.01%
+1,000
1365
$10K ﹤0.01%
+85
1366
$9K ﹤0.01%
227
1367
$9K ﹤0.01%
+437
1368
$9K ﹤0.01%
267
-140
1369
$9K ﹤0.01%
320
1370
$9K ﹤0.01%
+156
1371
$9K ﹤0.01%
256
+156
1372
$9K ﹤0.01%
166
+1
1373
$9K ﹤0.01%
142
1374
$9K ﹤0.01%
189
+148
1375
$9K ﹤0.01%
220
+20