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
$5.99B
AUM Growth
+$583M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,035
New
Increased
Reduced
Closed

Sector Composition

1 Technology 2.04%
2 Financials 1.02%
3 Communication Services 0.71%
4 Healthcare 0.63%
5 Consumer Discretionary 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1751
$1K ﹤0.01%
33
1752
$1K ﹤0.01%
+6
1753
$1K ﹤0.01%
100
1754
$1K ﹤0.01%
+14
1755
$1K ﹤0.01%
+23
1756
0
1757
$1K ﹤0.01%
263
-666
1758
$1K ﹤0.01%
+19
1759
$1K ﹤0.01%
285
+91
1760
$1K ﹤0.01%
+6
1761
$1K ﹤0.01%
65
1762
$1K ﹤0.01%
+26
1763
$1K ﹤0.01%
+3
1764
$1K ﹤0.01%
+5
1765
$1K ﹤0.01%
50
1766
$1K ﹤0.01%
62
1767
$1K ﹤0.01%
17
1768
$1K ﹤0.01%
+44
1769
$1K ﹤0.01%
+10
1770
$1K ﹤0.01%
181
1771
$1K ﹤0.01%
7
1772
$1K ﹤0.01%
+42
1773
$1K ﹤0.01%
+143
1774
$1K ﹤0.01%
25
1775
$1K ﹤0.01%
77