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
$7.92B
AUM Growth
+$611M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,290
New
Increased
Reduced
Closed

Sector Composition

1 Technology 2.2%
2 Financials 1.08%
3 Healthcare 0.93%
4 Consumer Staples 0.67%
5 Industrials 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1501
$13K ﹤0.01%
600
1502
$13K ﹤0.01%
+775
1503
$13K ﹤0.01%
1,339
-229
1504
$13K ﹤0.01%
140
1505
$13K ﹤0.01%
+796
1506
$13K ﹤0.01%
764
1507
$13K ﹤0.01%
+941
1508
$13K ﹤0.01%
+556
1509
$13K ﹤0.01%
+870
1510
$13K ﹤0.01%
168
+166
1511
$13K ﹤0.01%
601
+561
1512
$13K ﹤0.01%
104
+3
1513
$13K ﹤0.01%
546
1514
$13K ﹤0.01%
+376
1515
$13K ﹤0.01%
+609
1516
$13K ﹤0.01%
+154
1517
$13K ﹤0.01%
+2,133
1518
$12K ﹤0.01%
+1,147
1519
$12K ﹤0.01%
211
+44
1520
$12K ﹤0.01%
1,815
+1,797
1521
$12K ﹤0.01%
364
+361
1522
$12K ﹤0.01%
+924
1523
$12K ﹤0.01%
368
+365
1524
$12K ﹤0.01%
+368
1525
$12K ﹤0.01%
242
+84