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
526
$210K 0.03%
3,686
-489
527
$210K 0.03%
5,245
+1,799
528
$210K 0.03%
1,997
-40
529
$209K 0.03%
3,218
-300
530
$208K 0.03%
9,478
-1,610
531
$206K 0.03%
14,130
-5,400
532
$205K 0.03%
5,801
-999
533
$205K 0.03%
4,629
+720
534
$205K 0.03%
4,997
-129
535
$205K 0.03%
4,087
+225
536
$205K 0.03%
3,122
-54
537
$204K 0.03%
28,038
+477
538
$204K 0.03%
4,786
+3,359
539
$203K 0.03%
4,486
+4,447
540
$203K 0.03%
4,500
-4,624
541
$203K 0.03%
1,516
-17
542
$202K 0.03%
5,802
-5
543
$202K 0.03%
+1,544
544
$202K 0.03%
3,548
-30
545
$202K 0.03%
3,800
-31
546
$202K 0.03%
11,513
+10,858
547
$201K 0.03%
829
+510
548
$200K 0.03%
12,680
-50
549
$200K 0.03%
6,507
+2,127
550
$200K 0.03%
345
-3
20 21
22
23 24