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
1526
$12K ﹤0.01%
368
+365
1527
$12K ﹤0.01%
+368
1528
$12K ﹤0.01%
242
+84
1529
$12K ﹤0.01%
855
+839
1530
$12K ﹤0.01%
+89
1531
$12K ﹤0.01%
122
+82
1532
$12K ﹤0.01%
1,210
+1,100
1533
$12K ﹤0.01%
+1,223
1534
$12K ﹤0.01%
115
+112
1535
$12K ﹤0.01%
+608
1536
$12K ﹤0.01%
+1,391
1537
$12K ﹤0.01%
+3,397
1538
$12K ﹤0.01%
319
1539
$12K ﹤0.01%
246
1540
$12K ﹤0.01%
141
-126
1541
$12K ﹤0.01%
205
-140
1542
$12K ﹤0.01%
+530
1543
$12K ﹤0.01%
942
+929
1544
$12K ﹤0.01%
370
+80
1545
$12K ﹤0.01%
+292
1546
$12K ﹤0.01%
+941
1547
$12K ﹤0.01%
432
+429
1548
$12K ﹤0.01%
329
+2
1549
$12K ﹤0.01%
+3,008
1550
$12K ﹤0.01%
295
+220