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
2551
$1.96K ﹤0.01%
18
2552
$1.96K ﹤0.01%
17
-752
2553
$1.95K ﹤0.01%
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2554
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-4
2555
$1.94K ﹤0.01%
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2556
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2557
$1.93K ﹤0.01%
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-37
2558
$1.92K ﹤0.01%
150
2559
$1.91K ﹤0.01%
15
2560
$1.89K ﹤0.01%
70
2561
$1.89K ﹤0.01%
340
2562
$1.88K ﹤0.01%
+16
2563
$1.87K ﹤0.01%
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2564
$1.86K ﹤0.01%
+50
2565
$1.85K ﹤0.01%
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2566
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2567
$1.85K ﹤0.01%
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2568
$1.83K ﹤0.01%
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2569
$1.83K ﹤0.01%
133
-870
2570
$1.82K ﹤0.01%
65
-2,602
2571
$1.82K ﹤0.01%
280
2572
$1.81K ﹤0.01%
+56
2573
$1.81K ﹤0.01%
133
2574
$1.81K ﹤0.01%
+251
2575
$1.81K ﹤0.01%
76