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
1251
$65.2K ﹤0.01%
1,721
1252
$65.1K ﹤0.01%
1,085
+2
1253
$65K ﹤0.01%
2,263
+782
1254
$64.9K ﹤0.01%
452
-69
1255
$64.8K ﹤0.01%
629
-35
1256
$64.8K ﹤0.01%
1,199
+124
1257
$64.7K ﹤0.01%
506
1258
$64.7K ﹤0.01%
1,265
-60
1259
$64.7K ﹤0.01%
1,060
+113
1260
$64.7K ﹤0.01%
653
+5
1261
$64.5K ﹤0.01%
1,223
1262
$64.4K ﹤0.01%
165
+87
1263
$64.4K ﹤0.01%
517
-83
1264
$64.4K ﹤0.01%
448
-95
1265
$64.2K ﹤0.01%
1,400
1266
$64K ﹤0.01%
25,438
+19,108
1267
$63.7K ﹤0.01%
162
+36
1268
$63.6K ﹤0.01%
1,168
+73
1269
$63.6K ﹤0.01%
762
-10
1270
$63.5K ﹤0.01%
1,320
+276
1271
$63.3K ﹤0.01%
+1,819
1272
$63.1K ﹤0.01%
2,041
+1,062
1273
$63.1K ﹤0.01%
254
-9
1274
$62.7K ﹤0.01%
3,388
-869
1275
$62.5K ﹤0.01%
11,408
+390
49 50
51
52 53