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
1551
$8K ﹤0.01%
306
+6
1552
$8K ﹤0.01%
410
1553
$8K ﹤0.01%
1,800
1554
$8K ﹤0.01%
529
1555
$8K ﹤0.01%
54
+2
1556
$8K ﹤0.01%
845
+17
1557
$8K ﹤0.01%
310
1558
$7K ﹤0.01%
70
1559
$7K ﹤0.01%
371
1560
$7K ﹤0.01%
300
1561
$7K ﹤0.01%
72
-200
1562
$7K ﹤0.01%
57
-36
1563
$7K ﹤0.01%
228
-319
1564
$7K ﹤0.01%
65
1565
$7K ﹤0.01%
55
+46
1566
$7K ﹤0.01%
207
1567
$7K ﹤0.01%
4,750
1568
$7K ﹤0.01%
805
-860
1569
$7K ﹤0.01%
503
1570
$7K ﹤0.01%
2,054
1571
$7K ﹤0.01%
500
1572
$7K ﹤0.01%
149
+31
1573
$7K ﹤0.01%
72
-19
1574
$7K ﹤0.01%
+114
1575
$7K ﹤0.01%
368
-959