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APA

American Portfolios Advisors Portfolio holdings

AUM $2.36B
1-Year Est. Return 14.59%
This Fund
S&P 500
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 +$4.2M
2 +$3.53M
3 +$3.27M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$3.22M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$3.17M

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
2526
-979
2527
-22
2528
-500
2529
-3,863
2530
-31
2531
-3,451
2532
-879
2533
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2534
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2535
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2536
-3,217
2537
-47
2538
-75
2539
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2540
-20
2541
-3,714
2542
-304
2543
-483
2544
-208
2545
-70
2546
-565
2547
-155
2548
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2549
-568
2550
-1