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
1526
$36.9K ﹤0.01%
188
-17
1527
$36.6K ﹤0.01%
1,215
+3
1528
$36.6K ﹤0.01%
495
+257
1529
$36.5K ﹤0.01%
220
+50
1530
$36.3K ﹤0.01%
6,078
+1,415
1531
$36.2K ﹤0.01%
189
+29
1532
$36K ﹤0.01%
1,551
+754
1533
$36K ﹤0.01%
771
1534
$35.9K ﹤0.01%
408
+65
1535
$35.9K ﹤0.01%
1,722
+499
1536
$35.9K ﹤0.01%
544
-208
1537
$35.7K ﹤0.01%
117
+24
1538
$35.6K ﹤0.01%
405
+102
1539
$35.6K ﹤0.01%
+916
1540
$35.5K ﹤0.01%
10,106
-52
1541
$35.4K ﹤0.01%
730
+61
1542
$35.4K ﹤0.01%
696
-1,688
1543
$35.3K ﹤0.01%
300
-190
1544
$35.2K ﹤0.01%
134
-2
1545
$35.2K ﹤0.01%
488
1546
$35.2K ﹤0.01%
+1,234
1547
$35K ﹤0.01%
284
1548
$35K ﹤0.01%
235
1549
$34.9K ﹤0.01%
358
+14
1550
$34.8K ﹤0.01%
914
-237
60 61
62
63 64