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
1851
$21K ﹤0.01%
256
+240
1852
$20.9K ﹤0.01%
2,065
+1,873
1853
$20.8K ﹤0.01%
257
-6
1854
$20.8K ﹤0.01%
316
1855
$20.8K ﹤0.01%
374
1856
$20.8K ﹤0.01%
207
+190
1857
$20.7K ﹤0.01%
552
+59
1858
$20.7K ﹤0.01%
103
+97
1859
$20.7K ﹤0.01%
829
1860
$20.6K ﹤0.01%
2,824
+79
1861
$20.6K ﹤0.01%
434
1862
$20.6K ﹤0.01%
1,326
+1,317
1863
$20.6K ﹤0.01%
1,477
+143
1864
$20.6K ﹤0.01%
1,689
1865
$20.6K ﹤0.01%
408
1866
$20.5K ﹤0.01%
907
1867
$20.5K ﹤0.01%
846
1868
$20.5K ﹤0.01%
+1,600
1869
$20.5K ﹤0.01%
326
+301
1870
$20.5K ﹤0.01%
1,017
1871
$20.5K ﹤0.01%
1,053
1872
$20.4K ﹤0.01%
813
1873
$20.4K ﹤0.01%
812
1874
$20.4K ﹤0.01%
948
1875
$20.4K ﹤0.01%
802