AF

Allworth Financial Portfolio holdings

AUM $20.8B
1-Year Est. Return 12.38%
This Quarter Est. Return
1 Year Est. Return
+12.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.92B
AUM Growth
+$611M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,290
New
Increased
Reduced
Closed

Sector Composition

1 Technology 2.2%
2 Financials 1.08%
3 Healthcare 0.93%
4 Consumer Staples 0.67%
5 Industrials 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2326
$1K ﹤0.01%
6
-1
2327
$1K ﹤0.01%
+72
2328
$1K ﹤0.01%
+54
2329
$1K ﹤0.01%
+100
2330
$1K ﹤0.01%
257
2331
$1K ﹤0.01%
22
+18
2332
$1K ﹤0.01%
87
2333
$1K ﹤0.01%
17
+3
2334
$1K ﹤0.01%
+150
2335
$1K ﹤0.01%
185
2336
$1K ﹤0.01%
+53
2337
$1K ﹤0.01%
16
+14
2338
$1K ﹤0.01%
38
2339
$1K ﹤0.01%
+25
2340
$1K ﹤0.01%
+58
2341
$1K ﹤0.01%
91
2342
$1K ﹤0.01%
+100
2343
$1K ﹤0.01%
+100
2344
$1K ﹤0.01%
31
2345
$1K ﹤0.01%
+100
2346
$1K ﹤0.01%
+29
2347
$1K ﹤0.01%
41
2348
$1K ﹤0.01%
100
2349
$1K ﹤0.01%
+50
2350
$1K ﹤0.01%
+58