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
$2.96B
AUM Growth
+$297M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,650
New
Increased
Reduced
Closed

Top Sells

1 +$8.36M
2 +$8.23M
3 +$7.3M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$5.37M
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$5.17M

Sector Composition

1 Technology 14.14%
2 Consumer Discretionary 5.57%
3 Healthcare 5.26%
4 Financials 4.08%
5 Communication Services 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2651
$9.21K ﹤0.01%
76
+66
2652
$9.2K ﹤0.01%
2,000
2653
$9.18K ﹤0.01%
750
2654
$9.15K ﹤0.01%
973
+200
2655
$9.13K ﹤0.01%
300
2656
$9.13K ﹤0.01%
9
2657
$9.07K ﹤0.01%
240
+40
2658
$9.07K ﹤0.01%
505
2659
$9.07K ﹤0.01%
146
2660
$9.06K ﹤0.01%
175
2661
$9.04K ﹤0.01%
562
+12
2662
$9.04K ﹤0.01%
200
+36
2663
$9.03K ﹤0.01%
300
2664
$9.03K ﹤0.01%
16
2665
$9.02K ﹤0.01%
405
-10
2666
$8.95K ﹤0.01%
300
2667
$8.9K ﹤0.01%
136
+19
2668
$8.88K ﹤0.01%
+390
2669
$8.86K ﹤0.01%
1,137
2670
$8.82K ﹤0.01%
300
2671
$8.8K ﹤0.01%
75
2672
$8.79K ﹤0.01%
624
+259
2673
$8.78K ﹤0.01%
373
2674
$8.76K ﹤0.01%
400
2675
$8.72K ﹤0.01%
109