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
2951
$1.88K ﹤0.01%
31
2952
$1.88K ﹤0.01%
+131
2953
$1.87K ﹤0.01%
22
2954
$1.87K ﹤0.01%
26
2955
$1.86K ﹤0.01%
199
2956
$1.86K ﹤0.01%
445
2957
$1.85K ﹤0.01%
845
2958
$1.84K ﹤0.01%
121
+31
2959
$1.84K ﹤0.01%
67
-5
2960
$1.84K ﹤0.01%
285
2961
$1.83K ﹤0.01%
9
+3
2962
$1.83K ﹤0.01%
4
2963
$1.83K ﹤0.01%
58
2964
$1.83K ﹤0.01%
36
2965
$1.82K ﹤0.01%
85
+16
2966
$1.82K ﹤0.01%
26
2967
$1.82K ﹤0.01%
134
2968
$1.8K ﹤0.01%
38
+5
2969
$1.79K ﹤0.01%
303
-151
2970
$1.79K ﹤0.01%
+199
2971
$1.79K ﹤0.01%
100
2972
$1.79K ﹤0.01%
50
-34
2973
$1.78K ﹤0.01%
357
2974
$1.78K ﹤0.01%
88
2975
$1.78K ﹤0.01%
149
+35
117 118
119
120 121