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
1601
$11K ﹤0.01%
526
+470
1602
$11K ﹤0.01%
+1,263
1603
$11K ﹤0.01%
600
1604
$11K ﹤0.01%
843
1605
$11K ﹤0.01%
287
1606
$11K ﹤0.01%
+1,417
1607
$11K ﹤0.01%
1,088
-23
1608
$11K ﹤0.01%
435
+423
1609
$11K ﹤0.01%
+906
1610
$11K ﹤0.01%
+279
1611
$11K ﹤0.01%
1,271
-20
1612
$11K ﹤0.01%
76
1613
$11K ﹤0.01%
231
1614
$11K ﹤0.01%
+153
1615
$11K ﹤0.01%
+969
1616
$11K ﹤0.01%
332
+328
1617
$11K ﹤0.01%
1,250
+1,217
1618
$11K ﹤0.01%
+584
1619
$11K ﹤0.01%
+1,037
1620
$11K ﹤0.01%
349
+343
1621
$11K ﹤0.01%
+239
1622
$11K ﹤0.01%
34
+22
1623
$11K ﹤0.01%
2,529
+1,863
1624
$11K ﹤0.01%
+244
1625
$11K ﹤0.01%
146
+3