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
1526
$5K ﹤0.01%
103
1527
$5K ﹤0.01%
+200
1528
$5K ﹤0.01%
+82
1529
$5K ﹤0.01%
434
+45
1530
$5K ﹤0.01%
75
1531
$5K ﹤0.01%
+56
1532
$5K ﹤0.01%
+99
1533
$5K ﹤0.01%
90
1534
$5K ﹤0.01%
483
+25
1535
$5K ﹤0.01%
+19
1536
$5K ﹤0.01%
+227
1537
$5K ﹤0.01%
275
1538
$5K ﹤0.01%
164
1539
$5K ﹤0.01%
207
-55
1540
$5K ﹤0.01%
+97
1541
$5K ﹤0.01%
50
1542
$5K ﹤0.01%
30
+4
1543
$5K ﹤0.01%
260
1544
$5K ﹤0.01%
7
1545
$5K ﹤0.01%
201
+106
1546
$5K ﹤0.01%
75
1547
$5K ﹤0.01%
+45
1548
$5K ﹤0.01%
+295
1549
$5K ﹤0.01%
246
1550
$5K ﹤0.01%
439
+7