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
2926
$1.99K ﹤0.01%
71
-525
2927
$1.98K ﹤0.01%
+100
2928
$1.97K ﹤0.01%
24
-41
2929
$1.96K ﹤0.01%
96
2930
$1.96K ﹤0.01%
252
2931
$1.96K ﹤0.01%
52
+5
2932
$1.96K ﹤0.01%
22
2933
$1.95K ﹤0.01%
28
-7
2934
$1.95K ﹤0.01%
138
2935
$1.95K ﹤0.01%
22
-18
2936
$1.95K ﹤0.01%
100
2937
$1.94K ﹤0.01%
496
2938
$1.94K ﹤0.01%
+36
2939
$1.93K ﹤0.01%
363
2940
$1.93K ﹤0.01%
19
+7
2941
$1.92K ﹤0.01%
8
2942
$1.92K ﹤0.01%
+116
2943
$1.91K ﹤0.01%
2
2944
$1.91K ﹤0.01%
16
2945
$1.91K ﹤0.01%
48
-9
2946
$1.9K ﹤0.01%
33
+3
2947
$1.9K ﹤0.01%
+119
2948
$1.89K ﹤0.01%
23
+7
2949
$1.89K ﹤0.01%
13
-11
2950
$1.89K ﹤0.01%
206
116 117
118
119 120