AF

Allworth Financial Portfolio holdings

AUM $17.7B
This Quarter Return
-0.83%
1 Year Return
+5.85%
3 Year Return
+14.2%
5 Year Return
+63%
10 Year Return
+79.68%
AUM
$17.7B
AUM Growth
-$429M
Cap. Flow
+$472M
Cap. Flow %
2.66%
Top 10 Hldgs %
52.7%
Holding
4,220
New
286
Increased
1,842
Reduced
1,092
Closed
178
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$15.1K﹤0.01% 1,627
+19
+1%
+$177
$15.1K﹤0.01% 197
+36
+22%
+$2.75K
$15.1K﹤0.01% 250
+85
+52%
+$5.12K
$15K﹤0.01%
+677
New
+$15K
$15K﹤0.01% 393
$15K﹤0.01% 108
$14.9K﹤0.01%
+1,000
New
+$14.9K
$14.9K﹤0.01% 301
+1
+0.3%
+$50
$14.9K﹤0.01% 31
-1
-3%
-$482
$14.9K﹤0.01% 286
+39
+16%
+$2.03K
$14.9K﹤0.01% 724
-126
-15%
-$2.59K
$14.8K﹤0.01%
+443
New
+$14.8K
$14.8K﹤0.01% 563
$14.7K﹤0.01% 90
-82
-48%
-$13.4K
$14.7K﹤0.01% 642
+22
+4%
+$504
$14.7K﹤0.01% 195
$14.7K﹤0.01% 654
$14.7K﹤0.01% 89
-12
-12%
-$1.98K
$14.7K﹤0.01% 263
+165
+168%
+$9.2K
$14.6K﹤0.01% 593
+25
+4%
+$617
$14.6K﹤0.01% 186
$14.6K﹤0.01% 1,011
-14
-1%
-$202
$14.6K﹤0.01% 449
-1,022
-69%
-$33.3K
$14.6K﹤0.01% 254
-46
-15%
-$2.64K
$14.6K﹤0.01% 1,750
-273
-13%
-$2.27K