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 12.05%
2 Healthcare 5.66%
3 Consumer Discretionary 5.21%
4 Communication Services 3.9%
5 Financials 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2901
-20
2902
-71
2903
-487
2904
-100
2905
-920
2906
-119
2907
-100
2908
-200
2909
-916
2910
-2,632
2911
-3,500
2912
-500
2913
-174
2914
-6
2915
-4,400
2916
-700
2917
-7
2918
-250
2919
-302
2920
-139
2921
-200
2922
-3,000
2923
-2,000
2924
-275
2925
-227