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
1926
$1K ﹤0.01%
+9
1927
0
1928
0
1929
$1K ﹤0.01%
5
1930
$1K ﹤0.01%
15
+9
1931
$1K ﹤0.01%
7
-77
1932
$1K ﹤0.01%
118
+2
1933
$1K ﹤0.01%
100
1934
$1K ﹤0.01%
68
+22
1935
$1K ﹤0.01%
+13
1936
$1K ﹤0.01%
90
1937
$1K ﹤0.01%
+9
1938
$1K ﹤0.01%
3
+2
1939
$1K ﹤0.01%
+31
1940
$1K ﹤0.01%
300
1941
$1K ﹤0.01%
30
1942
$1K ﹤0.01%
+333
1943
$1K ﹤0.01%
54
-921
1944
$1K ﹤0.01%
40
1945
$1K ﹤0.01%
+100
1946
$1K ﹤0.01%
+74
1947
$1K ﹤0.01%
4
1948
$1K ﹤0.01%
766
1949
$1K ﹤0.01%
+100
1950
$1K ﹤0.01%
+9