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
2851
$2.35K ﹤0.01%
26
2852
$2.34K ﹤0.01%
+141
2853
$2.33K ﹤0.01%
90
+7
2854
$2.32K ﹤0.01%
32
2855
$2.31K ﹤0.01%
818
+478
2856
$2.31K ﹤0.01%
23
2857
$2.31K ﹤0.01%
29
+9
2858
$2.31K ﹤0.01%
191
2859
$2.3K ﹤0.01%
121
2860
$2.3K ﹤0.01%
95
+73
2861
$2.29K ﹤0.01%
74
+50
2862
$2.29K ﹤0.01%
+49
2863
$2.28K ﹤0.01%
47
2864
$2.28K ﹤0.01%
250
2865
$2.28K ﹤0.01%
37
-17
2866
$2.28K ﹤0.01%
181
2867
$2.27K ﹤0.01%
74
+2
2868
$2.27K ﹤0.01%
103
+16
2869
$2.27K ﹤0.01%
500
2870
$2.27K ﹤0.01%
131
-445
2871
$2.27K ﹤0.01%
280
2872
$2.26K ﹤0.01%
567
-75
2873
$2.25K ﹤0.01%
49
-251
2874
$2.25K ﹤0.01%
119
2875
$2.25K ﹤0.01%
262
-40
113 114
115
116 117