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
2776
$2.78K ﹤0.01%
+2,550
2777
$2.76K ﹤0.01%
+255
2778
$2.76K ﹤0.01%
84
2779
$2.76K ﹤0.01%
16
2780
$2.74K ﹤0.01%
+52
2781
$2.74K ﹤0.01%
783
+733
2782
$2.73K ﹤0.01%
100
2783
$2.73K ﹤0.01%
7
2784
$2.73K ﹤0.01%
135
2785
$2.73K ﹤0.01%
44
-7
2786
$2.72K ﹤0.01%
105
-99
2787
$2.72K ﹤0.01%
750
2788
$2.72K ﹤0.01%
46
2789
$2.67K ﹤0.01%
104
2790
$2.66K ﹤0.01%
373
-781
2791
$2.66K ﹤0.01%
314
2792
$2.65K ﹤0.01%
61
+8
2793
$2.65K ﹤0.01%
85
2794
$2.64K ﹤0.01%
3,155
2795
$2.64K ﹤0.01%
48
+44
2796
$2.62K ﹤0.01%
476
-59
2797
$2.62K ﹤0.01%
40
+5
2798
$2.62K ﹤0.01%
182
-13
2799
$2.62K ﹤0.01%
26
+24
2800
$2.61K ﹤0.01%
112
110 111
112
113 114