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
1176
$77.3K ﹤0.01%
1,113
+135
1177
$77K ﹤0.01%
856
+86
1178
$77K ﹤0.01%
1,288
+71
1179
$76.9K ﹤0.01%
3,751
+16
1180
$76.9K ﹤0.01%
638
+36
1181
$76.7K ﹤0.01%
1,226
+416
1182
$76.5K ﹤0.01%
1,028
+268
1183
$76.4K ﹤0.01%
3,887
-758
1184
$76.3K ﹤0.01%
957
-391
1185
$76.1K ﹤0.01%
2,035
-8,795
1186
$76.1K ﹤0.01%
845
+293
1187
$76K ﹤0.01%
440
+81
1188
$75.9K ﹤0.01%
1,180
+12
1189
$75.8K ﹤0.01%
1,537
1190
$75.4K ﹤0.01%
973
-23
1191
$75.1K ﹤0.01%
6,232
+3,205
1192
$75K ﹤0.01%
408
+19
1193
$74.9K ﹤0.01%
912
1194
$74.5K ﹤0.01%
6,001
1195
$74.2K ﹤0.01%
1,896
+475
1196
$74K ﹤0.01%
285
+2
1197
$74K ﹤0.01%
756
+341
1198
$73.8K ﹤0.01%
1,258
+74
1199
$73.6K ﹤0.01%
1,639
1200
$73.6K ﹤0.01%
+998
46 47
48
49 50