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
1676
$27.5K ﹤0.01%
1,078
+61
1677
$27.5K ﹤0.01%
244
-18
1678
$27.4K ﹤0.01%
573
-164
1679
$27.3K ﹤0.01%
615
1680
$27.2K ﹤0.01%
739
+112
1681
$27.2K ﹤0.01%
1,136
+36
1682
$27.2K ﹤0.01%
727
+596
1683
$27.1K ﹤0.01%
354
+13
1684
$27.1K ﹤0.01%
2,404
1685
$27.1K ﹤0.01%
800
1686
$26.9K ﹤0.01%
1,056
+62
1687
$26.9K ﹤0.01%
1,804
+1,135
1688
$26.9K ﹤0.01%
2,159
+559
1689
$26.9K ﹤0.01%
1,008
1690
$26.9K ﹤0.01%
1,320
+82
1691
$26.8K ﹤0.01%
1,309
1692
$26.8K ﹤0.01%
2,801
-133
1693
$26.7K ﹤0.01%
223
1694
$26.7K ﹤0.01%
787
1695
$26.7K ﹤0.01%
1,003
+898
1696
$26.6K ﹤0.01%
105
+83
1697
$26.6K ﹤0.01%
1,369
-66
1698
$26.6K ﹤0.01%
162
+120
1699
$26.6K ﹤0.01%
52
+19
1700
$26.5K ﹤0.01%
562
+40
66 67
68
69 70