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
2601
-25
2602
-512
2603
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2604
-1,038
2605
-3,687
2606
-9,433
2607
-2,348
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2609
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2610
-5
2611
-35,516
2612
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2613
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2614
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2615
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2616
-8,615
2617
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2618
-40
2619
-3,876
2620
-175
2621
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2622
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2623
-606
2624
-700
2625
-1,848