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
2026
$0 ﹤0.01%
+15
2027
$0 ﹤0.01%
+9
2028
$0 ﹤0.01%
1
2029
$0 ﹤0.01%
+2
2030
$0 ﹤0.01%
+7
2031
$0 ﹤0.01%
6
2032
$0 ﹤0.01%
3
2033
$0 ﹤0.01%
+3
2034
$0 ﹤0.01%
+5
2035
$0 ﹤0.01%
+2