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
2626
$1.38K ﹤0.01%
50
+10
2627
$1.37K ﹤0.01%
50
2628
$1.36K ﹤0.01%
+60
2629
$1.35K ﹤0.01%
205
2630
$1.35K ﹤0.01%
39
+9
2631
$1.34K ﹤0.01%
80
2632
$1.33K ﹤0.01%
400
2633
$1.33K ﹤0.01%
100
2634
$1.32K ﹤0.01%
100
2635
$1.31K ﹤0.01%
402
-168
2636
$1.29K ﹤0.01%
191
2637
$1.29K ﹤0.01%
+64
2638
$1.29K ﹤0.01%
200
2639
$1.29K ﹤0.01%
16
2640
$1.28K ﹤0.01%
102
+11
2641
$1.28K ﹤0.01%
42
2642
$1.27K ﹤0.01%
+125
2643
$1.27K ﹤0.01%
+500
2644
$1.27K ﹤0.01%
206
2645
$1.27K ﹤0.01%
22
2646
$1.26K ﹤0.01%
61
2647
$1.25K ﹤0.01%
+90
2648
$1.24K ﹤0.01%
100
2649
$1.22K ﹤0.01%
350
2650
$1.21K ﹤0.01%
804
+802