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
1401
$8K ﹤0.01%
502
+18
1402
$8K ﹤0.01%
65
1403
$8K ﹤0.01%
333
1404
$8K ﹤0.01%
86
+52
1405
$8K ﹤0.01%
145
+95
1406
$8K ﹤0.01%
+195
1407
$8K ﹤0.01%
+87
1408
$8K ﹤0.01%
213
1409
$8K ﹤0.01%
44
+3
1410
$8K ﹤0.01%
24
1411
$8K ﹤0.01%
55
1412
$8K ﹤0.01%
725
1413
$8K ﹤0.01%
2,054
-271
1414
$8K ﹤0.01%
300
+100
1415
$8K ﹤0.01%
26
+1
1416
$8K ﹤0.01%
+246
1417
$8K ﹤0.01%
166
1418
$8K ﹤0.01%
894
+14
1419
$8K ﹤0.01%
812
+15
1420
$8K ﹤0.01%
1,100
+1,000
1421
$8K ﹤0.01%
310
1422
$8K ﹤0.01%
159
1423
$8K ﹤0.01%
255
1424
$7K ﹤0.01%
50
1425
$7K ﹤0.01%
+254