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
1451
$7K ﹤0.01%
21
+3
1452
$7K ﹤0.01%
39
1453
$7K ﹤0.01%
234
+2
1454
$7K ﹤0.01%
+100
1455
$7K ﹤0.01%
+1,000
1456
$7K ﹤0.01%
+404
1457
$6K ﹤0.01%
111
1458
$6K ﹤0.01%
70
1459
$6K ﹤0.01%
371
1460
$6K ﹤0.01%
1,000
1461
$6K ﹤0.01%
100
1462
$6K ﹤0.01%
225
1463
$6K ﹤0.01%
+38
1464
$6K ﹤0.01%
43
1465
$6K ﹤0.01%
148
1466
$6K ﹤0.01%
83
1467
$6K ﹤0.01%
+78
1468
$6K ﹤0.01%
185
1469
$6K ﹤0.01%
89
1470
$6K ﹤0.01%
+145
1471
$6K ﹤0.01%
360
1472
$6K ﹤0.01%
314
1473
$6K ﹤0.01%
1,002
+2
1474
$6K ﹤0.01%
254
+4
1475
$6K ﹤0.01%
580