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
1501
$10K ﹤0.01%
290
1502
$10K ﹤0.01%
279
1503
$10K ﹤0.01%
1,000
1504
$10K ﹤0.01%
1,219
1505
$10K ﹤0.01%
+537
1506
$9K ﹤0.01%
246
1507
$9K ﹤0.01%
201
+2
1508
$9K ﹤0.01%
+342
1509
$9K ﹤0.01%
+132
1510
$9K ﹤0.01%
50
1511
$9K ﹤0.01%
420
-60,506
1512
$9K ﹤0.01%
129
1513
$9K ﹤0.01%
+563
1514
$9K ﹤0.01%
+161
1515
$9K ﹤0.01%
436
+3
1516
$9K ﹤0.01%
59
1517
$9K ﹤0.01%
175
1518
$9K ﹤0.01%
117
+22
1519
$9K ﹤0.01%
+292
1520
$9K ﹤0.01%
358
+10
1521
$9K ﹤0.01%
864
+18
1522
$9K ﹤0.01%
+500
1523
$9K ﹤0.01%
+42
1524
$9K ﹤0.01%
522
1525
$9K ﹤0.01%
246