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
1301
$59.5K ﹤0.01%
10,000
1302
$59.5K ﹤0.01%
2,025
+5
1303
$59.5K ﹤0.01%
+1,120
1304
$59.1K ﹤0.01%
1,881
1305
$59.1K ﹤0.01%
931
+112
1306
$58.9K ﹤0.01%
+443
1307
$58.8K ﹤0.01%
1,035
-9
1308
$58.7K ﹤0.01%
296
1309
$58.5K ﹤0.01%
633
+6
1310
$58.5K ﹤0.01%
12,191
+906
1311
$58.4K ﹤0.01%
619
1312
$58.1K ﹤0.01%
1,900
+239
1313
$58.1K ﹤0.01%
+1,700
1314
$57.9K ﹤0.01%
384
+95
1315
$57.6K ﹤0.01%
1,693
+291
1316
$57.6K ﹤0.01%
4,863
+2,831
1317
$57.4K ﹤0.01%
605
+165
1318
$57.1K ﹤0.01%
3,436
-288
1319
$57K ﹤0.01%
310
+46
1320
$56.9K ﹤0.01%
808
-16
1321
$56.8K ﹤0.01%
622
1322
$56.7K ﹤0.01%
982
+282
1323
$56.6K ﹤0.01%
725
+97
1324
$56.5K ﹤0.01%
1,798
+681
1325
$56.5K ﹤0.01%
1,356
51 52
53
54 55