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
$2.96B
AUM Growth
+$297M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,650
New
Increased
Reduced
Closed

Top Sells

1 +$8.36M
2 +$8.23M
3 +$7.3M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$5.37M
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$5.17M

Sector Composition

1 Technology 14.14%
2 Consumer Discretionary 5.57%
3 Healthcare 5.26%
4 Financials 4.08%
5 Communication Services 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2526
$12.7K ﹤0.01%
550
2527
$12.7K ﹤0.01%
373
+5
2528
$12.7K ﹤0.01%
300
-400
2529
$12.7K ﹤0.01%
935
+388
2530
$12.6K ﹤0.01%
475
2531
$12.6K ﹤0.01%
267
2532
$12.5K ﹤0.01%
908
2533
$12.5K ﹤0.01%
700
+225
2534
$12.5K ﹤0.01%
7
+2
2535
$12.4K ﹤0.01%
593
+462
2536
$12.4K ﹤0.01%
7,500
2537
$12.4K ﹤0.01%
308
2538
$12.3K ﹤0.01%
700
2539
$12.2K ﹤0.01%
373
+150
2540
$12.2K ﹤0.01%
1,165
2541
$12.1K ﹤0.01%
663
+13
2542
$12.1K ﹤0.01%
922
+14
2543
$12.1K ﹤0.01%
1,599
+304
2544
$12.1K ﹤0.01%
725
2545
$12.1K ﹤0.01%
252
2546
$12.1K ﹤0.01%
850
2547
$12K ﹤0.01%
800
+300
2548
$12K ﹤0.01%
1,500
2549
$12K ﹤0.01%
500
2550
$11.9K ﹤0.01%
558