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
2601
$1.57K ﹤0.01%
8
2602
$1.55K ﹤0.01%
30
+4
2603
$1.52K ﹤0.01%
42
2604
$1.52K ﹤0.01%
19
2605
$1.52K ﹤0.01%
100
2606
$1.51K ﹤0.01%
110
2607
$1.51K ﹤0.01%
38
-3
2608
$1.5K ﹤0.01%
123
2609
$1.49K ﹤0.01%
29
2610
$1.48K ﹤0.01%
364
-15
2611
$1.47K ﹤0.01%
27
2612
$1.46K ﹤0.01%
107
2613
$1.46K ﹤0.01%
119
2614
$1.45K ﹤0.01%
29
2615
$1.44K ﹤0.01%
428
2616
$1.44K ﹤0.01%
3,000
2617
$1.43K ﹤0.01%
2,304
2618
$1.42K ﹤0.01%
136
2619
$1.42K ﹤0.01%
125
2620
$1.42K ﹤0.01%
65
2621
$1.41K ﹤0.01%
30
2622
$1.41K ﹤0.01%
110
2623
$1.41K ﹤0.01%
137
2624
$1.4K ﹤0.01%
31
2625
$1.4K ﹤0.01%
200