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
$7.84B
AUM Growth
+$787M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,498
New
Increased
Reduced
Closed

Sector Composition

1 Technology 2.67%
2 Financials 1.23%
3 Healthcare 0.81%
4 Industrials 0.71%
5 Communication Services 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1901
$1K ﹤0.01%
70
1902
$1K ﹤0.01%
38
+24
1903
$1K ﹤0.01%
133
1904
$1K ﹤0.01%
+7
1905
$1K ﹤0.01%
+10
1906
$1K ﹤0.01%
14
1907
$1K ﹤0.01%
36
+31
1908
$1K ﹤0.01%
+15
1909
$1K ﹤0.01%
117
+2
1910
$1K ﹤0.01%
40
1911
$1K ﹤0.01%
+5
1912
$1K ﹤0.01%
100
1913
$1K ﹤0.01%
+5
1914
$1K ﹤0.01%
+44
1915
$1K ﹤0.01%
500
1916
$1K ﹤0.01%
15
1917
$1K ﹤0.01%
+58
1918
$1K ﹤0.01%
92
-22
1919
$1K ﹤0.01%
+16
1920
$1K ﹤0.01%
+40
1921
$1K ﹤0.01%
+11
1922
$1K ﹤0.01%
250
1923
$1K ﹤0.01%
170
1924
$1K ﹤0.01%
+32
1925
$1K ﹤0.01%
+5