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
1551
$12K ﹤0.01%
+1,051
1552
$12K ﹤0.01%
719
-474
1553
$12K ﹤0.01%
1,724
+772
1554
$12K ﹤0.01%
+258
1555
$12K ﹤0.01%
985
+943
1556
$12K ﹤0.01%
243
+241
1557
$12K ﹤0.01%
+242
1558
$12K ﹤0.01%
+86
1559
$12K ﹤0.01%
+1,320
1560
$12K ﹤0.01%
121
+119
1561
$12K ﹤0.01%
+410
1562
$12K ﹤0.01%
+657
1563
$12K ﹤0.01%
+337
1564
$12K ﹤0.01%
252
1565
$12K ﹤0.01%
+725
1566
$12K ﹤0.01%
+250
1567
$12K ﹤0.01%
1,493
+1,171
1568
$12K ﹤0.01%
+1,158
1569
$12K ﹤0.01%
2,603
+2,516
1570
$12K ﹤0.01%
+434
1571
$12K ﹤0.01%
+686
1572
$12K ﹤0.01%
326
+322
1573
$12K ﹤0.01%
617
+603
1574
$12K ﹤0.01%
+310
1575
$12K ﹤0.01%
221
-149