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
1476
$6K ﹤0.01%
35
1477
$6K ﹤0.01%
200
1478
$6K ﹤0.01%
14
1479
$6K ﹤0.01%
200
1480
$6K ﹤0.01%
+100
1481
$6K ﹤0.01%
+100
1482
$6K ﹤0.01%
131
+100
1483
$6K ﹤0.01%
125
1484
$6K ﹤0.01%
+276
1485
$6K ﹤0.01%
242
1486
$6K ﹤0.01%
211
1487
$6K ﹤0.01%
+60
1488
$6K ﹤0.01%
53
1489
$6K ﹤0.01%
38
-7
1490
$6K ﹤0.01%
325
1491
$6K ﹤0.01%
186
1492
$6K ﹤0.01%
522
1493
$6K ﹤0.01%
2,000
1494
$6K ﹤0.01%
218
1495
$6K ﹤0.01%
116
1496
$6K ﹤0.01%
121
1497
$6K ﹤0.01%
1,400
1498
$6K ﹤0.01%
13
1499
$6K ﹤0.01%
3
-1
1500
$6K ﹤0.01%
48