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
1426
$7K ﹤0.01%
422
+8
1427
$7K ﹤0.01%
228
1428
$7K ﹤0.01%
158
1429
$7K ﹤0.01%
154
+126
1430
$7K ﹤0.01%
522
1431
$7K ﹤0.01%
61
1432
$7K ﹤0.01%
207
1433
$7K ﹤0.01%
882
1434
$7K ﹤0.01%
145
1435
$7K ﹤0.01%
120
1436
$7K ﹤0.01%
151
1437
$7K ﹤0.01%
210
1438
$7K ﹤0.01%
949
+22
1439
$7K ﹤0.01%
82
1440
$7K ﹤0.01%
300
+100
1441
$7K ﹤0.01%
131
1442
$7K ﹤0.01%
+11
1443
$7K ﹤0.01%
60
-72
1444
$7K ﹤0.01%
503
1445
$7K ﹤0.01%
310
+264
1446
$7K ﹤0.01%
33
1447
$7K ﹤0.01%
182
1448
$7K ﹤0.01%
32
1449
$7K ﹤0.01%
410
1450
$7K ﹤0.01%
100