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
2551
-101
2552
-1,067
2553
-1,291
2554
-2,675
2555
-400
2556
-125
2557
-116
2558
-1,900
2559
-900
2560
-260
2561
-652
2562
-17
2563
-384
2564
-27
2565
-2,591
2566
-2,628
2567
-120
2568
-845
2569
-75
2570
-222
2571
-200
2572
-2,629
2573
-148
2574
-351
2575
-5