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
2426
$6.11K ﹤0.01%
60
+33
2427
$6.08K ﹤0.01%
385
2428
$6.07K ﹤0.01%
93
-3
2429
$6.06K ﹤0.01%
551
2430
$6.04K ﹤0.01%
171
2431
$6.04K ﹤0.01%
268
-11
2432
$6.03K ﹤0.01%
329
+113
2433
$5.99K ﹤0.01%
753
+21
2434
$5.99K ﹤0.01%
251
+2
2435
$5.97K ﹤0.01%
303
-774
2436
$5.97K ﹤0.01%
224
-712
2437
$5.95K ﹤0.01%
161
-38
2438
$5.95K ﹤0.01%
45
+36
2439
$5.94K ﹤0.01%
1,400
2440
$5.93K ﹤0.01%
174
2441
$5.92K ﹤0.01%
67
-53
2442
$5.92K ﹤0.01%
121
2443
$5.91K ﹤0.01%
233
+69
2444
$5.89K ﹤0.01%
448
+26
2445
$5.89K ﹤0.01%
106
+34
2446
$5.88K ﹤0.01%
172
2447
$5.86K ﹤0.01%
846
-3,900
2448
$5.86K ﹤0.01%
368
+22
2449
$5.86K ﹤0.01%
620
+165
2450
$5.85K ﹤0.01%
352
96 97
98
99 100