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
1501
$6K ﹤0.01%
125
1502
$6K ﹤0.01%
159
+12
1503
$6K ﹤0.01%
130
1504
$6K ﹤0.01%
400
1505
$6K ﹤0.01%
39
+10
1506
$6K ﹤0.01%
47
1507
$6K ﹤0.01%
202
+1
1508
$6K ﹤0.01%
1,112
-18
1509
$6K ﹤0.01%
419
1510
$5K ﹤0.01%
224
1511
$5K ﹤0.01%
+82
1512
$5K ﹤0.01%
+80
1513
$5K ﹤0.01%
197
1514
$5K ﹤0.01%
106
-2
1515
$5K ﹤0.01%
+72
1516
$5K ﹤0.01%
166
1517
$5K ﹤0.01%
+157
1518
$5K ﹤0.01%
91
+9
1519
$5K ﹤0.01%
250
1520
$5K ﹤0.01%
136
+1
1521
$5K ﹤0.01%
+37
1522
$5K ﹤0.01%
+68
1523
$5K ﹤0.01%
19
1524
$5K ﹤0.01%
106
1525
$5K ﹤0.01%
+114