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
$3.01B
AUM Growth
+$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,382
New
Increased
Reduced
Closed

Sector Composition

1 Technology 2%
2 Communication Services 0.84%
3 Financials 0.63%
4 Healthcare 0.62%
5 Industrials 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1376
-33
1377
-29
1378
$0 ﹤0.01%
1
1379
0
1380
$0 ﹤0.01%
5
1381
$0 ﹤0.01%
+10
1382
$0 ﹤0.01%
+11