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
2226
$9.73K ﹤0.01%
+283
2227
$9.71K ﹤0.01%
218
+65
2228
$9.7K ﹤0.01%
258
+46
2229
$9.69K ﹤0.01%
59
-25
2230
$9.67K ﹤0.01%
70
-17
2231
$9.66K ﹤0.01%
56
-2
2232
$9.66K ﹤0.01%
+135
2233
$9.62K ﹤0.01%
594
-29
2234
$9.61K ﹤0.01%
3,119
2235
$9.6K ﹤0.01%
467
2236
$9.58K ﹤0.01%
53
+13
2237
$9.57K ﹤0.01%
134
-69
2238
$9.54K ﹤0.01%
356
+143
2239
$9.52K ﹤0.01%
1,177
2240
$9.5K ﹤0.01%
314
-482
2241
$9.49K ﹤0.01%
3,970
+2,624
2242
$9.46K ﹤0.01%
65
+23
2243
$9.45K ﹤0.01%
320
+14
2244
$9.45K ﹤0.01%
256
2245
$9.45K ﹤0.01%
51
-10
2246
$9.38K ﹤0.01%
238
+187
2247
$9.38K ﹤0.01%
41
2248
$9.29K ﹤0.01%
64
2249
$9.27K ﹤0.01%
307
-152
2250
$9.26K ﹤0.01%
585
88 89
90
91 92