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
2151
$11.9K ﹤0.01%
222
+123
2152
$11.9K ﹤0.01%
578
+129
2153
$11.9K ﹤0.01%
4,193
2154
$11.9K ﹤0.01%
72
+25
2155
$11.9K ﹤0.01%
+755
2156
$11.9K ﹤0.01%
357
+125
2157
$11.8K ﹤0.01%
36
2158
$11.8K ﹤0.01%
410
-37
2159
$11.8K ﹤0.01%
134
2160
$11.8K ﹤0.01%
184
+141
2161
$11.8K ﹤0.01%
610
+54
2162
$11.8K ﹤0.01%
238
+69
2163
$11.7K ﹤0.01%
501
+230
2164
$11.7K ﹤0.01%
519
2165
$11.7K ﹤0.01%
+240
2166
$11.6K ﹤0.01%
10,400
2167
$11.6K ﹤0.01%
114
-72
2168
$11.6K ﹤0.01%
364
2169
$11.6K ﹤0.01%
202
+9
2170
$11.5K ﹤0.01%
3,102
-20
2171
$11.4K ﹤0.01%
167
2172
$11.4K ﹤0.01%
248
2173
$11.4K ﹤0.01%
472
2174
$11.4K ﹤0.01%
198
+67
2175
$11.4K ﹤0.01%
235
+33