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
$13.1B
AUM Growth
+$1.41B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,703
New
Increased
Reduced
Closed

Sector Composition

1 Technology 2.71%
2 Financials 1.03%
3 Healthcare 0.71%
4 Consumer Discretionary 0.69%
5 Industrials 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1551
$23.7K ﹤0.01%
606
+68
1552
$23.7K ﹤0.01%
2,325
+13
1553
$23.6K ﹤0.01%
2,094
+13
1554
$23.6K ﹤0.01%
595
-315
1555
$23.5K ﹤0.01%
1,625
+283
1556
$23.5K ﹤0.01%
2,582
+125
1557
$23.4K ﹤0.01%
141
+20
1558
$23.4K ﹤0.01%
2,089
1559
$23.4K ﹤0.01%
321
-133
1560
$23.3K ﹤0.01%
650
1561
$23.3K ﹤0.01%
1,379
+126
1562
$23.3K ﹤0.01%
725
-7,087
1563
$23.3K ﹤0.01%
1,098
1564
$23.2K ﹤0.01%
1,076
+592
1565
$23.2K ﹤0.01%
+856
1566
$23.1K ﹤0.01%
300
+193
1567
$23.1K ﹤0.01%
788
+768
1568
$23.1K ﹤0.01%
742
-1
1569
$23K ﹤0.01%
306
1570
$23K ﹤0.01%
133
+10
1571
$23K ﹤0.01%
472
-203
1572
$23K ﹤0.01%
434
+247
1573
$22.9K ﹤0.01%
273
+21
1574
$22.9K ﹤0.01%
136
+14
1575
$22.9K ﹤0.01%
310
+28