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
$13.1B
AUM Growth
+$1.41B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,703
New
Increased
Reduced
Closed

Sector Composition

1 Technology 2.71%
2 Financials 1.03%
3 Healthcare 0.71%
4 Consumer Discretionary 0.69%
5 Industrials 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2151
$6.68K ﹤0.01%
+988
2152
$6.67K ﹤0.01%
282
+5
2153
$6.66K ﹤0.01%
617
+304
2154
$6.66K ﹤0.01%
468
+303
2155
$6.62K ﹤0.01%
348
2156
$6.62K ﹤0.01%
240
-536
2157
$6.59K ﹤0.01%
+159
2158
$6.58K ﹤0.01%
132
+8
2159
$6.56K ﹤0.01%
750
2160
$6.54K ﹤0.01%
281
+54
2161
$6.53K ﹤0.01%
99
2162
$6.5K ﹤0.01%
76
+7
2163
$6.46K ﹤0.01%
64
2164
$6.46K ﹤0.01%
486
+1
2165
$6.46K ﹤0.01%
+176
2166
$6.45K ﹤0.01%
+550
2167
$6.43K ﹤0.01%
41
+10
2168
$6.41K ﹤0.01%
154
+18
2169
$6.38K ﹤0.01%
+2,000
2170
$6.35K ﹤0.01%
48
+40
2171
$6.32K ﹤0.01%
86
+27
2172
$6.32K ﹤0.01%
496
+71
2173
$6.3K ﹤0.01%
123
2174
$6.29K ﹤0.01%
1,411
-348
2175
$6.29K ﹤0.01%
107
+27