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
2401
$1K ﹤0.01%
+28
2402
$1K ﹤0.01%
609
+3
2403
$1K ﹤0.01%
97
+87
2404
$1K ﹤0.01%
+42
2405
$1K ﹤0.01%
36
+23
2406
$1K ﹤0.01%
38
+35
2407
$1K ﹤0.01%
20
-187
2408
$1K ﹤0.01%
+116
2409
$1K ﹤0.01%
28
+23
2410
$1K ﹤0.01%
+39
2411
$1K ﹤0.01%
+33
2412
$1K ﹤0.01%
10
-17
2413
$1K ﹤0.01%
+10
2414
$1K ﹤0.01%
150
+76
2415
$1K ﹤0.01%
92
2416
$1K ﹤0.01%
26
+3
2417
$1K ﹤0.01%
+29
2418
$1K ﹤0.01%
46
2419
$1K ﹤0.01%
55
+11
2420
$1K ﹤0.01%
+30
2421
$1K ﹤0.01%
+25
2422
$1K ﹤0.01%
21
+14
2423
$1K ﹤0.01%
11
+10
2424
$1K ﹤0.01%
6
2425
$1K ﹤0.01%
+31