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
276
$1.01M 0.07%
17,695
+3,182
277
$994K 0.06%
5,858
+1
278
$993K 0.06%
9,089
+187
279
$984K 0.06%
10,370
-700
280
$978K 0.06%
45,766
+43,270
281
$977K 0.06%
31,695
+1,821
282
$977K 0.06%
10,259
-654
283
$974K 0.06%
17,155
+3,621
284
$971K 0.06%
6,872
-1,096
285
$963K 0.06%
10,675
286
$960K 0.06%
22,836
+3,516
287
$959K 0.06%
19,019
+553
288
$956K 0.06%
18,764
-1,631
289
$954K 0.06%
10,242
+4,149
290
$940K 0.06%
7,206
+785
291
$923K 0.06%
8,686
+4,958
292
$917K 0.06%
34,700
+13,020
293
$909K 0.06%
1,457
-984
294
$897K 0.06%
13,296
+1,776
295
$891K 0.06%
7,207
-89
296
$890K 0.06%
+88,141
297
$882K 0.06%
9,675
+3,221
298
$880K 0.06%
4,566
-531
299
$875K 0.06%
33,795
-450
300
$874K 0.06%
5,344
+1,600