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
3126
$1.13K ﹤0.01%
75
3127
$1.13K ﹤0.01%
70
3128
$1.12K ﹤0.01%
10,000
+9,000
3129
$1.12K ﹤0.01%
297
3130
$1.12K ﹤0.01%
25
3131
$1.11K ﹤0.01%
+36
3132
$1.1K ﹤0.01%
168
+40
3133
$1.09K ﹤0.01%
30
3134
$1.09K ﹤0.01%
148
-5
3135
$1.08K ﹤0.01%
42
-682
3136
$1.08K ﹤0.01%
+293
3137
$1.08K ﹤0.01%
52
3138
$1.07K ﹤0.01%
165
-1
3139
$1.06K ﹤0.01%
60
3140
$1.06K ﹤0.01%
49
+4
3141
$1.06K ﹤0.01%
60
-3
3142
$1.06K ﹤0.01%
111
-58
3143
$1.06K ﹤0.01%
31
-25
3144
$1.05K ﹤0.01%
770
+270
3145
$1.04K ﹤0.01%
+32
3146
$1.04K ﹤0.01%
104
3147
$1.04K ﹤0.01%
74
-76
3148
$1.03K ﹤0.01%
234
+13
3149
$1.03K ﹤0.01%
+25
3150
$1.03K ﹤0.01%
7
124 125
126
127 128