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
2376
$6.88K ﹤0.01%
175
-88
2377
$6.86K ﹤0.01%
268
+180
2378
$6.86K ﹤0.01%
250
2379
$6.85K ﹤0.01%
1,117
+128
2380
$6.84K ﹤0.01%
360
+191
2381
$6.81K ﹤0.01%
132
2382
$6.81K ﹤0.01%
952
2383
$6.79K ﹤0.01%
534
+307
2384
$6.73K ﹤0.01%
550
2385
$6.73K ﹤0.01%
142
-44
2386
$6.66K ﹤0.01%
500
2387
$6.64K ﹤0.01%
486
-79
2388
$6.62K ﹤0.01%
1,639
+1,086
2389
$6.6K ﹤0.01%
217
-52
2390
$6.6K ﹤0.01%
130
2391
$6.59K ﹤0.01%
78
+59
2392
$6.58K ﹤0.01%
101
+2
2393
$6.56K ﹤0.01%
106
-7
2394
$6.56K ﹤0.01%
95
+75
2395
$6.52K ﹤0.01%
+190
2396
$6.49K ﹤0.01%
751
-544
2397
$6.48K ﹤0.01%
956
+634
2398
$6.48K ﹤0.01%
377
2399
$6.47K ﹤0.01%
90
-66
2400
$6.45K ﹤0.01%
78
94 95
96
97 98