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
1376
$9K ﹤0.01%
175
1377
$9K ﹤0.01%
58
-59
1378
$9K ﹤0.01%
135
+90
1379
$9K ﹤0.01%
223
+5
1380
$9K ﹤0.01%
100
1381
$9K ﹤0.01%
203
+6
1382
$9K ﹤0.01%
343
1383
$9K ﹤0.01%
169
+100
1384
$9K ﹤0.01%
1,000
1385
$9K ﹤0.01%
530
1386
$9K ﹤0.01%
500
1387
$9K ﹤0.01%
341
+3
1388
$9K ﹤0.01%
267
+5
1389
$9K ﹤0.01%
+177
1390
$9K ﹤0.01%
+894
1391
$9K ﹤0.01%
+127
1392
$8K ﹤0.01%
109
+1
1393
$8K ﹤0.01%
392
1394
$8K ﹤0.01%
31
+4
1395
$8K ﹤0.01%
197
+2
1396
$8K ﹤0.01%
300
1397
$8K ﹤0.01%
81
-8
1398
$8K ﹤0.01%
+300
1399
$8K ﹤0.01%
130
+70
1400
$8K ﹤0.01%
270