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
2251
$9.25K ﹤0.01%
523
2252
$9.24K ﹤0.01%
67
+23
2253
$9.24K ﹤0.01%
133
2254
$9.23K ﹤0.01%
204
+141
2255
$9.21K ﹤0.01%
80
+57
2256
$9.15K ﹤0.01%
+297
2257
$9.14K ﹤0.01%
196
2258
$9.12K ﹤0.01%
59
-49
2259
$9.09K ﹤0.01%
155
+121
2260
$9.05K ﹤0.01%
+368
2261
$9.03K ﹤0.01%
40
+5
2262
$9K ﹤0.01%
460
+389
2263
$9K ﹤0.01%
393
+26
2264
$8.96K ﹤0.01%
+200
2265
$8.96K ﹤0.01%
83
+74
2266
$8.96K ﹤0.01%
455
+26
2267
$8.94K ﹤0.01%
2,000
2268
$8.91K ﹤0.01%
367
-2
2269
$8.88K ﹤0.01%
62
+1
2270
$8.88K ﹤0.01%
278
-722
2271
$8.8K ﹤0.01%
129
-638
2272
$8.8K ﹤0.01%
92
+32
2273
$8.8K ﹤0.01%
872
+76
2274
$8.77K ﹤0.01%
1,183
+27
2275
$8.76K ﹤0.01%
315
+1
89 90
91
92 93