AF

Allworth Financial Portfolio holdings

AUM $24.3B
1-Year Est. Return 15.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.76%
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
1526
$9K ﹤0.01%
246
1527
$9K ﹤0.01%
170
-78
1528
$9K ﹤0.01%
20
-1
1529
$9K ﹤0.01%
172
1530
$9K ﹤0.01%
210
1531
$9K ﹤0.01%
260
+14
1532
$8K ﹤0.01%
392
1533
$8K ﹤0.01%
+1,000
1534
$8K ﹤0.01%
306
+6
1535
$8K ﹤0.01%
410
1536
$8K ﹤0.01%
310
1537
$8K ﹤0.01%
1,800
1538
$8K ﹤0.01%
529
1539
$8K ﹤0.01%
54
+2
1540
$8K ﹤0.01%
1,000
1541
$8K ﹤0.01%
82
+56
1542
$8K ﹤0.01%
256
1543
$8K ﹤0.01%
200
1544
$8K ﹤0.01%
158
1545
$8K ﹤0.01%
882
1546
$8K ﹤0.01%
145
1547
$8K ﹤0.01%
208
+8
1548
$8K ﹤0.01%
123
+83
1549
$8K ﹤0.01%
300
1550
$8K ﹤0.01%
209
+6