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
1626
$29.9K ﹤0.01%
4,859
+1,995
1627
$29.8K ﹤0.01%
2,400
+13
1628
$29.8K ﹤0.01%
1,962
+277
1629
$29.7K ﹤0.01%
466
+7
1630
$29.6K ﹤0.01%
6,000
1631
$29.6K ﹤0.01%
1,655
-62
1632
$29.5K ﹤0.01%
743
-45
1633
$29.5K ﹤0.01%
499
+50
1634
$29.4K ﹤0.01%
1,504
1635
$29.3K ﹤0.01%
736
-16
1636
$29.1K ﹤0.01%
917
1637
$29.1K ﹤0.01%
833
-1,689
1638
$29.1K ﹤0.01%
2,637
+433
1639
$29K ﹤0.01%
873
1640
$29K ﹤0.01%
400
1641
$28.9K ﹤0.01%
340
-25
1642
$28.9K ﹤0.01%
75
+6
1643
$28.9K ﹤0.01%
4,395
+2
1644
$28.9K ﹤0.01%
950
1645
$28.8K ﹤0.01%
499
+416
1646
$28.7K ﹤0.01%
1,446
-1,432
1647
$28.7K ﹤0.01%
1,069
+50
1648
$28.7K ﹤0.01%
5,370
+2,463
1649
$28.7K ﹤0.01%
1,919
+62
1650
$28.6K ﹤0.01%
129
+67
64 65
66
67 68