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
$734M
AUM Growth
+$62.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,501
New
Increased
Reduced
Closed

Top Buys

1 +$3.38M
2 +$2.84M
3 +$1.99M
4
ADBE icon
Adobe
ADBE
+$1.83M
5
MDT icon
Medtronic
MDT
+$1.76M

Top Sells

1 +$2.22M
2 +$1.49M
3 +$1.21M
4
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$988K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$972K

Sector Composition

1 Technology 9.98%
2 Financials 5.49%
3 Healthcare 5.07%
4 Communication Services 4.73%
5 Industrials 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$260K 0.04%
4,357
-77
452
$257K 0.04%
7,024
+381
453
$257K 0.03%
11,545
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-56
455
$254K 0.03%
3,489
-1,170
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$254K 0.03%
1,551
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459
$252K 0.03%
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461
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2,771
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471
$241K 0.03%
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$240K 0.03%
11,800
-1,400
473
$240K 0.03%
19,972
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474
$239K 0.03%
2,983
475
$239K 0.03%
2,470
+41