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
1576
$7K ﹤0.01%
+475
1577
$7K ﹤0.01%
100
1578
$7K ﹤0.01%
255
-259
1579
$6K ﹤0.01%
78
1580
$6K ﹤0.01%
297
+100
1581
$6K ﹤0.01%
437
+8
1582
$6K ﹤0.01%
22
+2
1583
$6K ﹤0.01%
96
1584
$6K ﹤0.01%
131
+10
1585
$6K ﹤0.01%
225
1586
$6K ﹤0.01%
148
1587
$6K ﹤0.01%
83
1588
$6K ﹤0.01%
100
-462
1589
$6K ﹤0.01%
250
1590
$6K ﹤0.01%
113
1591
$6K ﹤0.01%
+100
1592
$6K ﹤0.01%
100
1593
$6K ﹤0.01%
146
-21
1594
$6K ﹤0.01%
140
1595
$6K ﹤0.01%
276
-300
1596
$6K ﹤0.01%
116
-35
1597
$6K ﹤0.01%
57
-126
1598
$6K ﹤0.01%
84
-44
1599
$6K ﹤0.01%
210
1600
$6K ﹤0.01%
+189