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
2126
$12.6K ﹤0.01%
198
-186
2127
$12.6K ﹤0.01%
535
-72
2128
$12.6K ﹤0.01%
448
2129
$12.5K ﹤0.01%
252
2130
$12.5K ﹤0.01%
136
+4
2131
$12.5K ﹤0.01%
50
2132
$12.5K ﹤0.01%
268
+258
2133
$12.4K ﹤0.01%
1,686
2134
$12.4K ﹤0.01%
839
+41
2135
$12.4K ﹤0.01%
221
+21
2136
$12.3K ﹤0.01%
841
-602
2137
$12.3K ﹤0.01%
600
2138
$12.3K ﹤0.01%
637
+320
2139
$12.2K ﹤0.01%
514
2140
$12.2K ﹤0.01%
155
2141
$12.2K ﹤0.01%
100
-22
2142
$12.2K ﹤0.01%
110
+90
2143
$12.1K ﹤0.01%
179
+62
2144
$12.1K ﹤0.01%
60
-22
2145
$12K ﹤0.01%
1,000
2146
$12K ﹤0.01%
96
+39
2147
$12K ﹤0.01%
779
2148
$12K ﹤0.01%
203
+114
2149
$12K ﹤0.01%
1,767
2150
$11.9K ﹤0.01%
267
+111
84 85
86
87 88