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
1701
$26.5K ﹤0.01%
2,281
+288
1702
$26.5K ﹤0.01%
223
+175
1703
$26.5K ﹤0.01%
312
-10
1704
$26.4K ﹤0.01%
809
-786
1705
$26.4K ﹤0.01%
1,851
+1,816
1706
$26.3K ﹤0.01%
382
-323
1707
$26.3K ﹤0.01%
6,209
+309
1708
$26.2K ﹤0.01%
+1,246
1709
$26.2K ﹤0.01%
371
1710
$26.2K ﹤0.01%
545
+271
1711
$26.1K ﹤0.01%
667
-1,031
1712
$26.1K ﹤0.01%
+409
1713
$26.1K ﹤0.01%
196
+1
1714
$26K ﹤0.01%
833
+30
1715
$25.9K ﹤0.01%
370
1716
$25.8K ﹤0.01%
314
+48
1717
$25.8K ﹤0.01%
668
+131
1718
$25.8K ﹤0.01%
1,222
+35
1719
$25.8K ﹤0.01%
612
1720
$25.6K ﹤0.01%
155
+71
1721
$25.6K ﹤0.01%
1,108
+3
1722
$25.6K ﹤0.01%
+500
1723
$25.5K ﹤0.01%
374
+254
1724
$25.5K ﹤0.01%
933
+215
1725
$25.5K ﹤0.01%
1,760
67 68
69
70 71