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
$7.84B
AUM Growth
+$787M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,498
New
Increased
Reduced
Closed

Sector Composition

1 Technology 2.67%
2 Financials 1.23%
3 Healthcare 0.81%
4 Industrials 0.71%
5 Communication Services 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1451
$11K ﹤0.01%
612
+600
1452
$11K ﹤0.01%
1,198
+1,000
1453
$11K ﹤0.01%
+169
1454
$11K ﹤0.01%
500
1455
$11K ﹤0.01%
177
1456
$11K ﹤0.01%
1,227
+21
1457
$11K ﹤0.01%
+279
1458
$11K ﹤0.01%
119
+1
1459
$11K ﹤0.01%
542
1460
$11K ﹤0.01%
+362
1461
$11K ﹤0.01%
94
+5
1462
$11K ﹤0.01%
214
1463
$11K ﹤0.01%
+800
1464
$11K ﹤0.01%
119
1465
$11K ﹤0.01%
1,050
1466
$11K ﹤0.01%
248
1467
$11K ﹤0.01%
166
1468
$11K ﹤0.01%
+54
1469
$11K ﹤0.01%
1,130
1470
$11K ﹤0.01%
182
1471
$11K ﹤0.01%
2,000
1472
$11K ﹤0.01%
91
1473
$11K ﹤0.01%
649
1474
$11K ﹤0.01%
+96
1475
$10K ﹤0.01%
+161