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
1551
$34.8K ﹤0.01%
367
+205
1552
$34.8K ﹤0.01%
1,921
1553
$34.6K ﹤0.01%
651
1554
$34.5K ﹤0.01%
970
+137
1555
$34.4K ﹤0.01%
1,508
+705
1556
$34.4K ﹤0.01%
830
+479
1557
$34.2K ﹤0.01%
195
+15
1558
$34.2K ﹤0.01%
2,789
1559
$34.1K ﹤0.01%
234
+146
1560
$34.1K ﹤0.01%
2,599
+37
1561
$33.9K ﹤0.01%
702
1562
$33.7K ﹤0.01%
1,174
+5
1563
$33.7K ﹤0.01%
12,087
+1,253
1564
$33.6K ﹤0.01%
970
-248
1565
$33.5K ﹤0.01%
2,752
+2,487
1566
$33.5K ﹤0.01%
3,955
+1,828
1567
$33.5K ﹤0.01%
1,819
-882
1568
$33.4K ﹤0.01%
1,956
-124
1569
$33.4K ﹤0.01%
841
+52
1570
$33.4K ﹤0.01%
120
+117
1571
$33.3K ﹤0.01%
649
+27
1572
$33.3K ﹤0.01%
1,694
-36
1573
$33.3K ﹤0.01%
499
+66
1574
$33.2K ﹤0.01%
3,075
+374
1575
$33.1K ﹤0.01%
167
-15
61 62
63
64 65