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
2526
$2.15K ﹤0.01%
73
2527
$2.12K ﹤0.01%
+148
2528
$2.11K ﹤0.01%
25
-2
2529
$2.1K ﹤0.01%
97
-24
2530
$2.09K ﹤0.01%
34
+8
2531
$2.08K ﹤0.01%
+84
2532
$2.08K ﹤0.01%
176
-47
2533
$2.08K ﹤0.01%
100
2534
$2.07K ﹤0.01%
20
2535
$2.06K ﹤0.01%
600
2536
$2.06K ﹤0.01%
30
-7
2537
$2.03K ﹤0.01%
32
+1
2538
$2.02K ﹤0.01%
+97
2539
$2.02K ﹤0.01%
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2540
$2.01K ﹤0.01%
200
2541
$2K ﹤0.01%
47
+16
2542
$2K ﹤0.01%
76
-18
2543
$2K ﹤0.01%
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2544
$2K ﹤0.01%
47
+28
2545
$1.99K ﹤0.01%
171
-4
2546
$1.98K ﹤0.01%
38
2547
$1.98K ﹤0.01%
100
-76
2548
$1.97K ﹤0.01%
150
2549
$1.97K ﹤0.01%
604
2550
$1.97K ﹤0.01%
49