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

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
1726
$25.5K ﹤0.01%
1,142
1727
$25.5K ﹤0.01%
+1,331
1728
$25.4K ﹤0.01%
406
+23
1729
$25.4K ﹤0.01%
311
+278
1730
$25.3K ﹤0.01%
2,135
+28
1731
$25.3K ﹤0.01%
149
+13
1732
$25.3K ﹤0.01%
+569
1733
$25.2K ﹤0.01%
1,537
+486
1734
$25.2K ﹤0.01%
265
+149
1735
$25.1K ﹤0.01%
852
+80
1736
$25.1K ﹤0.01%
245
1737
$25.1K ﹤0.01%
1,119
+663
1738
$25.1K ﹤0.01%
486
1739
$25.1K ﹤0.01%
1,915
+1,646
1740
$25K ﹤0.01%
2,036
1741
$25K ﹤0.01%
715
1742
$25K ﹤0.01%
+500
1743
$24.9K ﹤0.01%
1,536
+1,287
1744
$24.9K ﹤0.01%
630
1745
$24.8K ﹤0.01%
321
-292
1746
$24.8K ﹤0.01%
375
-43
1747
$24.7K ﹤0.01%
415
-13
1748
$24.7K ﹤0.01%
212
+11
1749
$24.7K ﹤0.01%
1,519
+148
1750
$24.7K ﹤0.01%
3,248
+2,508