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
2276
$8.76K ﹤0.01%
238
+3
2277
$8.71K ﹤0.01%
1,815
+245
2278
$8.7K ﹤0.01%
551
-10
2279
$8.65K ﹤0.01%
+1,337
2280
$8.64K ﹤0.01%
120
+14
2281
$8.63K ﹤0.01%
16
+6
2282
$8.6K ﹤0.01%
192
+16
2283
$8.6K ﹤0.01%
200
+7
2284
$8.59K ﹤0.01%
117
+48
2285
$8.54K ﹤0.01%
331
+106
2286
$8.5K ﹤0.01%
1,006
+171
2287
$8.49K ﹤0.01%
46
+36
2288
$8.49K ﹤0.01%
200
+184
2289
$8.49K ﹤0.01%
118
-65
2290
$8.48K ﹤0.01%
279
+19
2291
$8.48K ﹤0.01%
203
2292
$8.47K ﹤0.01%
555
+25
2293
$8.4K ﹤0.01%
1,295
2294
$8.4K ﹤0.01%
190
+13
2295
$8.4K ﹤0.01%
1,416
+1,204
2296
$8.36K ﹤0.01%
154
+108
2297
$8.35K ﹤0.01%
282
+3
2298
$8.35K ﹤0.01%
106
-3
2299
$8.33K ﹤0.01%
229
+3
2300
$8.33K ﹤0.01%
349
+164
90 91
92
93 94