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
26
$4.54M 0.62%
48,971
+2,248
27
$4.48M 0.61%
27,610
+124
28
$4.28M 0.58%
26,133
+2,182
29
$4.25M 0.58%
98,826
+25,245
30
$4.15M 0.57%
171,209
-17,886
31
$4.13M 0.56%
146,519
+13,155
32
$4.05M 0.55%
79,444
+3,792
33
$4M 0.54%
48,345
+3,964
34
$3.9M 0.53%
658,680
+26,880
35
$3.83M 0.52%
9,776
+2,862
36
$3.77M 0.51%
37,096
+2,532
37
$3.68M 0.5%
44,054
-283
38
$3.64M 0.5%
58,360
+1,597
39
$3.64M 0.5%
65,200
+120
40
$3.59M 0.49%
17,570
+2,756
41
$3.58M 0.49%
75,593
+2,663
42
$3.44M 0.47%
25,622
+1,186
43
$3.44M 0.47%
40,395
+3,388
44
$3.34M 0.45%
38,959
+20,568
45
$3.32M 0.45%
81,652
-23,900
46
$3.31M 0.45%
96,305
+5,422
47
$3.27M 0.45%
65,064
-268
48
$3.23M 0.44%
293,706
+77,628
49
$3.09M 0.42%
27,395
+917
50
$3.04M 0.41%
38,984
-28,388
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