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
1151
$82.3K ﹤0.01%
371
+56
1152
$82.3K ﹤0.01%
3,922
+283
1153
$82.2K ﹤0.01%
2,301
1154
$82.2K ﹤0.01%
1,431
+226
1155
$82K ﹤0.01%
4,021
1156
$81.7K ﹤0.01%
1,814
+42
1157
$81.5K ﹤0.01%
6,773
1158
$81.1K ﹤0.01%
2,441
+98
1159
$80.9K ﹤0.01%
658
+15
1160
$80.6K ﹤0.01%
5,425
-130
1161
$80.4K ﹤0.01%
221
+51
1162
$80.1K ﹤0.01%
4,237
1163
$79.4K ﹤0.01%
2,924
+2,774
1164
$79.3K ﹤0.01%
59
+13
1165
$79.2K ﹤0.01%
766
-281
1166
$79.1K ﹤0.01%
890
+136
1167
$79.1K ﹤0.01%
642
-9
1168
$79.1K ﹤0.01%
1,819
+320
1169
$78.8K ﹤0.01%
482
+144
1170
$78.7K ﹤0.01%
3,086
1171
$78.5K ﹤0.01%
578
-139
1172
$78.2K ﹤0.01%
1,090
1173
$78.2K ﹤0.01%
3,037
+129
1174
$77.5K ﹤0.01%
458
-1
1175
$77.3K ﹤0.01%
953
45 46
47
48 49