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
$809M
AUM Growth
-$60.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,644
New
Increased
Reduced
Closed

Top Sells

1 +$3.94M
2 +$3.29M
3 +$3.04M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$2.97M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$2.94M

Sector Composition

1 Technology 8.5%
2 Healthcare 5.1%
3 Financials 4.82%
4 Communication Services 3.91%
5 Industrials 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2476
-1,000
2477
-1,901
2478
-9,065
2479
-6,800
2480
-1,958
2481
-1,715
2482
-17,116
2483
-760
2484
-9,728
2485
-2,000
2486
-387
2487
-51
2488
-104
2489
-1,038
2490
-3,687
2491
-2,348
2492
-227
2493
-7,658
2494
-5
2495
-35,516
2496
-6
2497
-215
2498
-205
2499
-767
2500
-8,615