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%
500
1552
$12K ﹤0.01%
+444
1553
$12K ﹤0.01%
+592
1554
$12K ﹤0.01%
+1,051
1555
$12K ﹤0.01%
719
-474
1556
$12K ﹤0.01%
1,724
+772
1557
$12K ﹤0.01%
+258
1558
$12K ﹤0.01%
985
+943
1559
$12K ﹤0.01%
243
+241
1560
$12K ﹤0.01%
+242
1561
$12K ﹤0.01%
+86
1562
$12K ﹤0.01%
+1,320
1563
$12K ﹤0.01%
121
+119
1564
$12K ﹤0.01%
+410
1565
$12K ﹤0.01%
+657
1566
$12K ﹤0.01%
+337
1567
$12K ﹤0.01%
252
1568
$12K ﹤0.01%
+725
1569
$12K ﹤0.01%
1,493
+1,171
1570
$12K ﹤0.01%
+1,158
1571
$12K ﹤0.01%
2,603
+2,516
1572
$12K ﹤0.01%
+434
1573
$12K ﹤0.01%
+686
1574
$12K ﹤0.01%
326
+322
1575
$12K ﹤0.01%
617
+603