APA

American Portfolios Advisors Portfolio holdings

AUM $2.36B
1-Year Est. Return 14.59%
This Quarter Est. Return
1 Year Est. Return
-14.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$734M
AUM Growth
+$62.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,501
New
Increased
Reduced
Closed

Top Buys

1 +$3.38M
2 +$2.84M
3 +$1.99M
4
ADBE icon
Adobe
ADBE
+$1.83M
5
MDT icon
Medtronic
MDT
+$1.76M

Top Sells

1 +$2.22M
2 +$1.49M
3 +$1.21M
4
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$988K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$972K

Sector Composition

1 Technology 9.98%
2 Financials 5.49%
3 Healthcare 5.07%
4 Communication Services 4.73%
5 Industrials 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$657K 0.09%
5,710
+1,492
227
$654K 0.09%
20,331
+1,597
228
$654K 0.09%
5,934
+23
229
$650K 0.09%
6,531
+6,457
230
$646K 0.09%
11,802
+4,075
231
$644K 0.09%
3,334
+46
232
$644K 0.09%
2,179
+148
233
$639K 0.09%
30,081
+6,423
234
$638K 0.09%
8,385
-330
235
$638K 0.09%
39,648
+9,360
236
$636K 0.09%
25,588
-38,250
237
$635K 0.09%
1,856
-220
238
$628K 0.09%
25,750
239
$624K 0.09%
6,707
+128
240
$624K 0.08%
5,627
+1,356
241
$622K 0.08%
7,110
-3,579
242
$620K 0.08%
4,880
-11
243
$619K 0.08%
4,136
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244
$617K 0.08%
10,189
-370
245
$615K 0.08%
9,179
+962
246
$615K 0.08%
6,408
+5,118
247
$614K 0.08%
9,185
+15
248
$611K 0.08%
22,988
+22,853
249
$607K 0.08%
8,252
+626
250
$607K 0.08%
15,400
+955