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
$1.53B
AUM Growth
+$330M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,949
New
Increased
Reduced
Closed

Top Sells

1 +$7.39M
2 +$4.58M
3 +$4.26M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.6M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$3.51M

Sector Composition

1 Technology 12.06%
2 Healthcare 5.66%
3 Consumer Discretionary 5.21%
4 Communication Services 3.88%
5 Financials 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2476
$2.44K ﹤0.01%
275
2477
$2.43K ﹤0.01%
+94
2478
$2.43K ﹤0.01%
138
-40
2479
$2.42K ﹤0.01%
63
2480
$2.42K ﹤0.01%
+160
2481
$2.42K ﹤0.01%
71
+14
2482
$2.41K ﹤0.01%
+700
2483
$2.41K ﹤0.01%
45
2484
$2.4K ﹤0.01%
64
-90
2485
$2.4K ﹤0.01%
135
+89
2486
$2.39K ﹤0.01%
1,800
2487
$2.38K ﹤0.01%
215
2488
$2.38K ﹤0.01%
1,800
2489
$2.37K ﹤0.01%
838
2490
$2.37K ﹤0.01%
37
+13
2491
$2.36K ﹤0.01%
+25
2492
$2.36K ﹤0.01%
110
2493
$2.36K ﹤0.01%
21
-2
2494
$2.35K ﹤0.01%
+57
2495
$2.33K ﹤0.01%
+33
2496
$2.33K ﹤0.01%
1,661
2497
$2.32K ﹤0.01%
23
-3
2498
$2.31K ﹤0.01%
+65
2499
$2.3K ﹤0.01%
54
-672
2500
$2.29K ﹤0.01%
+300