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
1601
$6K ﹤0.01%
266
-825
1602
$6K ﹤0.01%
83
1603
$6K ﹤0.01%
44
+42
1604
$6K ﹤0.01%
53
1605
$6K ﹤0.01%
146
1606
$6K ﹤0.01%
1,000
1607
$6K ﹤0.01%
228
+10
1608
$6K ﹤0.01%
1,400
1609
$6K ﹤0.01%
166
1610
$6K ﹤0.01%
1,100
+1,000
1611
$6K ﹤0.01%
+93
1612
$6K ﹤0.01%
750
-512
1613
$6K ﹤0.01%
134
+9
1614
$6K ﹤0.01%
400
1615
$6K ﹤0.01%
1,116
+14
1616
$6K ﹤0.01%
419
1617
$6K ﹤0.01%
+40
1618
$5K ﹤0.01%
921
1619
$5K ﹤0.01%
96
1620
$5K ﹤0.01%
259
1621
$5K ﹤0.01%
+530
1622
$5K ﹤0.01%
44
1623
$5K ﹤0.01%
172
1624
$5K ﹤0.01%
181
+116
1625
$5K ﹤0.01%
163