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
$15.5B
AUM Growth
+$1.36B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,839
New
Increased
Reduced
Closed

Top Buys

1
+$108M
2
+$49.1M
3
+$48.6M
4
AVGO icon
Broadcom
AVGO
+$47.5M
5
JPM icon
JPMorgan Chase
JPM
+$40.2M

Top Sells

1
+$90.2M
2
+$26.4M
3
+$21.5M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$15.6M
5
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$7.35M

Sector Composition

1 Technology 4.41%
2 Financials 1.66%
3 Healthcare 1.42%
4 Consumer Staples 1.14%
5 Industrials 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2651
$3.73K ﹤0.01%
241
+167
2652
$3.71K ﹤0.01%
493
-71
2653
$3.69K ﹤0.01%
+12
2654
$3.67K ﹤0.01%
309
+120
2655
$3.66K ﹤0.01%
153
-7
2656
$3.64K ﹤0.01%
124
2657
$3.63K ﹤0.01%
+261
2658
$3.63K ﹤0.01%
100
-4
2659
$3.62K ﹤0.01%
92
+45
2660
$3.62K ﹤0.01%
62
+13
2661
$3.62K ﹤0.01%
324
-171
2662
$3.6K ﹤0.01%
357
+24
2663
$3.59K ﹤0.01%
40
2664
$3.59K ﹤0.01%
463
+349
2665
$3.59K ﹤0.01%
251
-1,021
2666
$3.58K ﹤0.01%
131
2667
$3.57K ﹤0.01%
227
2668
$3.57K ﹤0.01%
150
2669
$3.56K ﹤0.01%
125
-14
2670
$3.54K ﹤0.01%
15
+10
2671
$3.54K ﹤0.01%
43
2672
$3.52K ﹤0.01%
47
-17
2673
$3.51K ﹤0.01%
264
2674
$3.51K ﹤0.01%
+353
2675
$3.5K ﹤0.01%
215
+26
105 106
107
108 109