AF

Allworth Financial Portfolio holdings

AUM $24.3B
1-Year Est. Return 15.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.75%
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
2026
$0 ﹤0.01%
+7
2027
-5
2028
$0 ﹤0.01%
+6
2029
0
2030
-25
2031
$0 ﹤0.01%
+56
2032
$0 ﹤0.01%
4
2033
$0 ﹤0.01%
+7
2034
$0 ﹤0.01%
+7
2035
$0 ﹤0.01%
+10