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
1701
$9K ﹤0.01%
1,020
-114
1702
$9K ﹤0.01%
189
+17
1703
$9K ﹤0.01%
+1,185
1704
$9K ﹤0.01%
225
+165
1705
$9K ﹤0.01%
+250
1706
$9K ﹤0.01%
2,156
1707
$9K ﹤0.01%
719
+489
1708
$9K ﹤0.01%
213
+94
1709
$9K ﹤0.01%
297
+291
1710
$9K ﹤0.01%
405
+128
1711
$9K ﹤0.01%
1,700
+37
1712
$9K ﹤0.01%
541
+532
1713
$9K ﹤0.01%
3,866
-538
1714
$9K ﹤0.01%
+393
1715
$9K ﹤0.01%
270
-387
1716
$9K ﹤0.01%
472
+360
1717
$9K ﹤0.01%
646
1718
$9K ﹤0.01%
269
+225
1719
$9K ﹤0.01%
750
1720
$9K ﹤0.01%
329
+62
1721
$9K ﹤0.01%
180
-435
1722
$9K ﹤0.01%
1,556
+104
1723
$9K ﹤0.01%
+1,649
1724
$9K ﹤0.01%
1,050
1725
$9K ﹤0.01%
219
-52