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
$1.22B
AUM Growth
+$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,954
New
Increased
Reduced
Closed

Top Buys

1 +$14M
2 +$4.39M
3 +$3.86M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$3.41M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.05M

Sector Composition

1 Technology 9.22%
2 Financials 4.79%
3 Healthcare 4.33%
4 Consumer Discretionary 4.14%
5 Communication Services 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$7.31M 0.6%
71,251
+3,999
27
$7.16M 0.59%
255,724
+30,846
28
$7.02M 0.57%
40,784
-1,958
29
$6.92M 0.57%
61,139
+26,939
30
$6.75M 0.55%
228,005
-1,514
31
$6.71M 0.55%
60,679
+3,280
32
$6.71M 0.55%
234,626
+33,714
33
$6.68M 0.55%
52,418
-2,225
34
$6.59M 0.54%
146,364
+13,120
35
$6.28M 0.51%
45,241
+13,302
36
$6.18M 0.51%
66,271
+10,894
37
$6.05M 0.5%
78,910
-784
38
$6.03M 0.49%
99,968
+4,510
39
$5.66M 0.46%
88,225
+4,792
40
$5.63M 0.46%
27,055
-448
41
$5.58M 0.46%
109,474
+3,144
42
$5.3M 0.43%
74,005
+11,041
43
$5.26M 0.43%
186,669
+24,324
44
$5.14M 0.42%
29,589
+737
45
$5.13M 0.42%
56,879
-433
46
$5.07M 0.42%
1,165,200
+364,520
47
$4.95M 0.41%
100,228
-12,807
48
$4.94M 0.4%
56,633
+7,636
49
$4.9M 0.4%
129,986
+14,002
50
$4.87M 0.4%
32,169
-241