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
$2.58B
AUM Growth
+$291M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,502
New
Increased
Reduced
Closed

Top Sells

1 +$21.7M
2 +$9.68M
3 +$7.22M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$6.63M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.21M

Sector Composition

1 Technology 12.75%
2 Consumer Discretionary 5.8%
3 Healthcare 5.03%
4 Financials 4.51%
5 Communication Services 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2801
$5.09K ﹤0.01%
+606
2802
$5.09K ﹤0.01%
502
2803
$5.08K ﹤0.01%
500
2804
$5.07K ﹤0.01%
1,084
+155
2805
$5.06K ﹤0.01%
+113
2806
$5.06K ﹤0.01%
75
2807
$5.05K ﹤0.01%
100
2808
$5.03K ﹤0.01%
519
2809
$5.02K ﹤0.01%
112
2810
$5.02K ﹤0.01%
+1,000
2811
$4.99K ﹤0.01%
+75
2812
$4.99K ﹤0.01%
12
2813
$4.99K ﹤0.01%
219
2814
$4.98K ﹤0.01%
50
2815
$4.96K ﹤0.01%
90
2816
$4.94K ﹤0.01%
125
2817
$4.92K ﹤0.01%
+150
2818
$4.91K ﹤0.01%
+61
2819
$4.88K ﹤0.01%
173
2820
$4.87K ﹤0.01%
2
-1
2821
$4.87K ﹤0.01%
104
2822
$4.86K ﹤0.01%
51
2823
$4.85K ﹤0.01%
+125
2824
$4.84K ﹤0.01%
452
2825
$4.8K ﹤0.01%
19
-3