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
$809M
AUM Growth
-$60.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,644
New
Increased
Reduced
Closed

Top Sells

1 +$3.94M
2 +$3.29M
3 +$3.04M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$2.97M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$2.94M

Sector Composition

1 Technology 8.5%
2 Healthcare 5.1%
3 Financials 4.81%
4 Communication Services 3.91%
5 Industrials 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2551
-24
2552
-1,100
2553
-50
2554
-125
2555
-75
2556
-5,812
2557
-9,728
2558
-2,000
2559
-387
2560
-51
2561
-104
2562
-1,038
2563
-3,687
2564
-9,433
2565
-2,348
2566
-227
2567
-7,658
2568
-8,615
2569
-45
2570
-500
2571
-3,863
2572
-31
2573
-3,451
2574
-3,714
2575
-304