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
3076
$1.31K ﹤0.01%
294
+71
3077
$1.3K ﹤0.01%
+13
3078
$1.29K ﹤0.01%
66
3079
$1.29K ﹤0.01%
+58
3080
$1.28K ﹤0.01%
40
-16
3081
$1.28K ﹤0.01%
127
+2
3082
$1.28K ﹤0.01%
88
3083
$1.28K ﹤0.01%
9
-15
3084
$1.27K ﹤0.01%
21
3085
$1.27K ﹤0.01%
175
+104
3086
$1.27K ﹤0.01%
164
-27
3087
$1.26K ﹤0.01%
38
3088
$1.26K ﹤0.01%
53
3089
$1.26K ﹤0.01%
30
3090
$1.26K ﹤0.01%
34
3091
$1.25K ﹤0.01%
27
3092
$1.25K ﹤0.01%
35
3093
$1.25K ﹤0.01%
29
3094
$1.25K ﹤0.01%
+158
3095
$1.25K ﹤0.01%
178
3096
$1.24K ﹤0.01%
53
3097
$1.24K ﹤0.01%
45
3098
$1.23K ﹤0.01%
1,153
3099
$1.23K ﹤0.01%
89
3100
$1.22K ﹤0.01%
24
122 123
124
125 126