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
1951
$17.9K ﹤0.01%
317
1952
$17.9K ﹤0.01%
201
-12
1953
$17.9K ﹤0.01%
175
1954
$17.8K ﹤0.01%
483
+301
1955
$17.8K ﹤0.01%
522
1956
$17.8K ﹤0.01%
2,190
-310
1957
$17.7K ﹤0.01%
1,600
1958
$17.7K ﹤0.01%
305
+26
1959
$17.6K ﹤0.01%
896
+846
1960
$17.6K ﹤0.01%
100
+4
1961
$17.6K ﹤0.01%
838
+288
1962
$17.6K ﹤0.01%
647
1963
$17.5K ﹤0.01%
259
+7
1964
$17.5K ﹤0.01%
427
+309
1965
$17.4K ﹤0.01%
514
-237
1966
$17.4K ﹤0.01%
530
+7
1967
$17.4K ﹤0.01%
52
-6
1968
$17.4K ﹤0.01%
+400
1969
$17.3K ﹤0.01%
467
-226
1970
$17.3K ﹤0.01%
67
+14
1971
$17.2K ﹤0.01%
578
1972
$17.2K ﹤0.01%
204
1973
$17.2K ﹤0.01%
161
-1
1974
$17.1K ﹤0.01%
401
+70
1975
$17.1K ﹤0.01%
515
-195
77 78
79
80 81