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

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
3651
$17 ﹤0.01%
2
3652
$16 ﹤0.01%
1
3653
$14 ﹤0.01%
+6
3654
0
3655
$11 ﹤0.01%
+3
3656
$10 ﹤0.01%
33
3657
$9 ﹤0.01%
2
3658
0
3659
$6 ﹤0.01%
1
3660
$6 ﹤0.01%
1
3661
0
3662
$6 ﹤0.01%
1
3663
$6 ﹤0.01%
3
3664
$6 ﹤0.01%
+1
3665
$5 ﹤0.01%
3
-3
3666
$5 ﹤0.01%
30
3667
$5 ﹤0.01%
12
3668
-1
3669
$5 ﹤0.01%
1
3670
$5 ﹤0.01%
+50
3671
$5 ﹤0.01%
1
3672
0
3673
$4 ﹤0.01%
1
3674
0
3675
$4 ﹤0.01%
99