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
1276
$62.4K ﹤0.01%
4,218
+1,500
1277
$62.4K ﹤0.01%
1,068
1278
$62.1K ﹤0.01%
5,300
1279
$62.1K ﹤0.01%
889
-85
1280
$61.9K ﹤0.01%
350
+110
1281
$61.8K ﹤0.01%
3,209
+101
1282
$61.5K ﹤0.01%
1,043
+997
1283
$61.3K ﹤0.01%
992
1284
$61.3K ﹤0.01%
332
+161
1285
$61.3K ﹤0.01%
1,113
-9
1286
$61.2K ﹤0.01%
639
+32
1287
$61.1K ﹤0.01%
2,730
-1,057
1288
$61K ﹤0.01%
2,505
+314
1289
$60.9K ﹤0.01%
253
+30
1290
$60.7K ﹤0.01%
248
-24
1291
$60.6K ﹤0.01%
2,854
-533
1292
$60.6K ﹤0.01%
6,905
-58
1293
$60.5K ﹤0.01%
277
+88
1294
$60.5K ﹤0.01%
383
+125
1295
$60.4K ﹤0.01%
5,483
1296
$60.3K ﹤0.01%
664
-8
1297
$60.2K ﹤0.01%
1,161
-828
1298
$59.9K ﹤0.01%
799
+295
1299
$59.8K ﹤0.01%
125
+12
1300
$59.6K ﹤0.01%
3,397
+109
50 51
52
53 54