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
1826
$6K ﹤0.01%
300
1827
$6K ﹤0.01%
53
+25
1828
$6K ﹤0.01%
177
+107
1829
$6K ﹤0.01%
1,142
+138
1830
$6K ﹤0.01%
131
1831
$6K ﹤0.01%
135
+13
1832
$6K ﹤0.01%
210
+183
1833
$6K ﹤0.01%
+112
1834
$6K ﹤0.01%
102
+61
1835
$6K ﹤0.01%
69
+15
1836
$6K ﹤0.01%
168
+36
1837
$6K ﹤0.01%
82
1838
$6K ﹤0.01%
503
1839
$6K ﹤0.01%
55
1840
$6K ﹤0.01%
218
1841
$6K ﹤0.01%
544
+10
1842
$6K ﹤0.01%
51
1843
$6K ﹤0.01%
225
+21
1844
$6K ﹤0.01%
281
+85
1845
$6K ﹤0.01%
522
1846
$6K ﹤0.01%
+183
1847
$6K ﹤0.01%
273
+107
1848
$6K ﹤0.01%
96
-1,033
1849
$6K ﹤0.01%
80
+66
1850
$6K ﹤0.01%
23
-25