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APA

American Portfolios Advisors Portfolio holdings

AUM $2.36B
1-Year Est. Return 14.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-14.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.67B
AUM Growth
+$86.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,579
New
Increased
Reduced
Closed

Top Buys

1 +$8.29M
2 +$8.14M
3 +$7.96M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.73M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$7.08M

Sector Composition

1 Technology 12.91%
2 Consumer Discretionary 5.69%
3 Healthcare 5.32%
4 Financials 4.46%
5 Communication Services 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3476
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3478
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3496
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3498
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3499
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-6,817