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
1801
$7K ﹤0.01%
95
-162
1802
$7K ﹤0.01%
1,000
1803
$6K ﹤0.01%
392
1804
$6K ﹤0.01%
276
+258
1805
$6K ﹤0.01%
371
1806
$6K ﹤0.01%
1,000
1807
$6K ﹤0.01%
400
+300
1808
$6K ﹤0.01%
342
1809
$6K ﹤0.01%
457
+10
1810
$6K ﹤0.01%
332
+305
1811
$6K ﹤0.01%
40
-2
1812
$6K ﹤0.01%
254
-1,508
1813
$6K ﹤0.01%
227
-60
1814
$6K ﹤0.01%
530
1815
$6K ﹤0.01%
253
+98
1816
$6K ﹤0.01%
381
-161
1817
$6K ﹤0.01%
373
+1
1818
$6K ﹤0.01%
242
1819
$6K ﹤0.01%
317
-478
1820
$6K ﹤0.01%
129
1821
$6K ﹤0.01%
354
+123
1822
$6K ﹤0.01%
56
+1
1823
$6K ﹤0.01%
212
-149
1824
$6K ﹤0.01%
79
-110
1825
$6K ﹤0.01%
126
-1