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
2351
$7.39K ﹤0.01%
82
2352
$7.36K ﹤0.01%
154
-19
2353
$7.33K ﹤0.01%
168
-41
2354
$7.31K ﹤0.01%
800
2355
$7.29K ﹤0.01%
48
+29
2356
$7.25K ﹤0.01%
137
+126
2357
$7.22K ﹤0.01%
850
2358
$7.22K ﹤0.01%
208
-25
2359
$7.16K ﹤0.01%
13,193
2360
$7.14K ﹤0.01%
683
2361
$7.13K ﹤0.01%
360
+207
2362
$7.11K ﹤0.01%
71
+48
2363
$7.09K ﹤0.01%
500
2364
$7.09K ﹤0.01%
37
-6
2365
$7.06K ﹤0.01%
86
2366
$6.99K ﹤0.01%
97
-11
2367
$6.98K ﹤0.01%
296
2368
$6.96K ﹤0.01%
1,500
+350
2369
$6.96K ﹤0.01%
+253
2370
$6.92K ﹤0.01%
81
+27
2371
$6.92K ﹤0.01%
129
+61
2372
$6.91K ﹤0.01%
293
+275
2373
$6.9K ﹤0.01%
215
+5
2374
$6.9K ﹤0.01%
4,997
-3,277
2375
$6.89K ﹤0.01%
210
+34
93 94
95
96 97