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
1526
$9K ﹤0.01%
170
-78
1527
$9K ﹤0.01%
20
-1
1528
$9K ﹤0.01%
172
1529
$9K ﹤0.01%
210
1530
$9K ﹤0.01%
260
+14
1531
$9K ﹤0.01%
116
+53
1532
$8K ﹤0.01%
392
1533
$8K ﹤0.01%
1,000
1534
$8K ﹤0.01%
82
+56
1535
$8K ﹤0.01%
256
1536
$8K ﹤0.01%
200
1537
$8K ﹤0.01%
158
1538
$8K ﹤0.01%
882
1539
$8K ﹤0.01%
145
1540
$8K ﹤0.01%
208
+8
1541
$8K ﹤0.01%
123
+83
1542
$8K ﹤0.01%
300
1543
$8K ﹤0.01%
209
+6
1544
$8K ﹤0.01%
530
1545
$8K ﹤0.01%
+1,000
1546
$8K ﹤0.01%
82
1547
$8K ﹤0.01%
+246
1548
$8K ﹤0.01%
55
1549
$8K ﹤0.01%
534
1550
$8K ﹤0.01%
+206