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
1376
$51.4K ﹤0.01%
515
+360
1377
$51.3K ﹤0.01%
575
+243
1378
$51.2K ﹤0.01%
2,009
-5,860
1379
$51.2K ﹤0.01%
333
-13
1380
$51.1K ﹤0.01%
3,717
+1,630
1381
$51K ﹤0.01%
896
+244
1382
$50.9K ﹤0.01%
819
+243
1383
$50.8K ﹤0.01%
376
+202
1384
$50.8K ﹤0.01%
3,653
1385
$50.7K ﹤0.01%
8,182
+522
1386
$50.5K ﹤0.01%
3,783
-659
1387
$50.5K ﹤0.01%
996
-60
1388
$50.2K ﹤0.01%
569
+242
1389
$50.2K ﹤0.01%
6,035
-21,183
1390
$50K ﹤0.01%
+1,710
1391
$50K ﹤0.01%
1,010
+60
1392
$50K ﹤0.01%
1,028
1393
$49.6K ﹤0.01%
1,953
-602
1394
$49.5K ﹤0.01%
458
+2
1395
$49.2K ﹤0.01%
118
+32
1396
$49.2K ﹤0.01%
378
+17
1397
$49.2K ﹤0.01%
1,236
+465
1398
$49.1K ﹤0.01%
978
+152
1399
$49.1K ﹤0.01%
1,178
+29
1400
$48.8K ﹤0.01%
4,767
54 55
56
57 58