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
2501
$2.29K ﹤0.01%
153
2502
$2.28K ﹤0.01%
50
2503
$2.28K ﹤0.01%
73
2504
$2.28K ﹤0.01%
+100
2505
$2.27K ﹤0.01%
84
2506
$2.26K ﹤0.01%
500
2507
$2.25K ﹤0.01%
225
2508
$2.24K ﹤0.01%
32
+7
2509
$2.23K ﹤0.01%
+500
2510
$2.23K ﹤0.01%
65
+35
2511
$2.23K ﹤0.01%
64
-11
2512
$2.23K ﹤0.01%
39
+16
2513
$2.23K ﹤0.01%
233
+45
2514
$2.22K ﹤0.01%
860
2515
$2.21K ﹤0.01%
100
2516
$2.21K ﹤0.01%
+150
2517
$2.21K ﹤0.01%
198
-1,203
2518
$2.2K ﹤0.01%
108
+61
2519
$2.2K ﹤0.01%
137
2520
$2.18K ﹤0.01%
629
2521
$2.17K ﹤0.01%
939
+882
2522
$2.17K ﹤0.01%
533
2523
$2.17K ﹤0.01%
59
2524
$2.15K ﹤0.01%
19
2525
$2.15K ﹤0.01%
48
+33