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
1751
$24.6K ﹤0.01%
129
+1
1752
$24.5K ﹤0.01%
482
+15
1753
$24.5K ﹤0.01%
365
-10
1754
$24.4K ﹤0.01%
2,207
+1,003
1755
$24.4K ﹤0.01%
593
+242
1756
$24.2K ﹤0.01%
411
-200
1757
$24.2K ﹤0.01%
2,779
+720
1758
$24.2K ﹤0.01%
233
+128
1759
$24.2K ﹤0.01%
1,460
+712
1760
$24.1K ﹤0.01%
1,045
+45
1761
$24.1K ﹤0.01%
1,395
1762
$24.1K ﹤0.01%
487
1763
$24.1K ﹤0.01%
1,216
+24
1764
$24.1K ﹤0.01%
1,098
1765
$24K ﹤0.01%
143
+100
1766
$24K ﹤0.01%
73
-9
1767
$24K ﹤0.01%
133
+19
1768
$24K ﹤0.01%
2,199
+1
1769
$23.9K ﹤0.01%
745
+41
1770
$23.9K ﹤0.01%
586
+83
1771
$23.8K ﹤0.01%
654
+29
1772
$23.8K ﹤0.01%
415
+331
1773
$23.8K ﹤0.01%
199
+21
1774
$23.7K ﹤0.01%
618
1775
$23.7K ﹤0.01%
5,320
+913
69 70
71
72 73