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
$809M
AUM Growth
-$60.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,644
New
Increased
Reduced
Closed

Top Sells

1 +$3.94M
2 +$3.29M
3 +$3.04M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$2.97M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$2.94M

Sector Composition

1 Technology 8.5%
2 Healthcare 5.1%
3 Financials 4.81%
4 Communication Services 3.91%
5 Industrials 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$208K 0.03%
4,898
-1,454
502
$207K 0.03%
9,345
+4,575
503
$206K 0.03%
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504
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505
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-1,463
506
$205K 0.03%
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-99
507
$204K 0.03%
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508
$204K 0.03%
2,176
-174
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$203K 0.03%
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$202K 0.03%
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3,032
-4,913
514
$200K 0.02%
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$196K 0.02%
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$195K 0.02%
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$195K 0.02%
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$194K 0.02%
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$193K 0.02%
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7,804
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524
$192K 0.02%
8,115
525
$191K 0.02%
6,447
+756