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
1426
$45.3K ﹤0.01%
1,704
+236
1427
$45.2K ﹤0.01%
2,360
1428
$45.1K ﹤0.01%
207
+84
1429
$45.1K ﹤0.01%
1,076
-1,055
1430
$45K ﹤0.01%
3,774
1431
$44.8K ﹤0.01%
479
+169
1432
$44.5K ﹤0.01%
250
+160
1433
$44.4K ﹤0.01%
2,070
+49
1434
$44.3K ﹤0.01%
323
+89
1435
$44.2K ﹤0.01%
592
+32
1436
$44.1K ﹤0.01%
1,659
1437
$44.1K ﹤0.01%
2,081
+296
1438
$43.8K ﹤0.01%
5,600
+260
1439
$43.8K ﹤0.01%
830
+188
1440
$43.6K ﹤0.01%
5,152
+373
1441
$43.6K ﹤0.01%
429
+14
1442
$43.4K ﹤0.01%
320
-5,910
1443
$43.2K ﹤0.01%
36
+3
1444
$43.1K ﹤0.01%
25
+9
1445
$43.1K ﹤0.01%
380
1446
$42.9K ﹤0.01%
550
+95
1447
$42.9K ﹤0.01%
540
+42
1448
$42.6K ﹤0.01%
460
+3
1449
$42.4K ﹤0.01%
851
+180
1450
$42.4K ﹤0.01%
3,000
56 57
58
59 60