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
1826
$1K ﹤0.01%
100
1827
$1K ﹤0.01%
+2
1828
$1K ﹤0.01%
22
1829
$1K ﹤0.01%
300
1830
$1K ﹤0.01%
100
1831
$1K ﹤0.01%
+4
1832
$1K ﹤0.01%
766
1833
$1K ﹤0.01%
+7
1834
$1K ﹤0.01%
400
1835
$1K ﹤0.01%
100
1836
$1K ﹤0.01%
+5
1837
$1K ﹤0.01%
103
+20
1838
$1K ﹤0.01%
80
1839
$1K ﹤0.01%
+35
1840
$0 ﹤0.01%
+13
1841
$0 ﹤0.01%
+14
1842
$0 ﹤0.01%
+7
1843
0
1844
-27
1845
$0 ﹤0.01%
+10
1846
$0 ﹤0.01%
+7
1847
$0 ﹤0.01%
200
1848
$0 ﹤0.01%
25
1849
$0 ﹤0.01%
+5
1850
-20