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
$1.53B
AUM Growth
+$330M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,949
New
Increased
Reduced
Closed

Top Sells

1 +$7.39M
2 +$4.58M
3 +$4.26M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.6M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$3.51M

Sector Composition

1 Technology 12.06%
2 Healthcare 5.66%
3 Consumer Discretionary 5.21%
4 Communication Services 3.88%
5 Financials 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$358K 0.02%
14,114
+1
552
$358K 0.02%
7,908
+265
553
$357K 0.02%
6,201
+37
554
$356K 0.02%
9,410
+7,821
555
$355K 0.02%
13,961
+757
556
$354K 0.02%
12,712
-3,057
557
$354K 0.02%
9,415
+3,913
558
$352K 0.02%
6,888
+818
559
$351K 0.02%
904
+196
560
$351K 0.02%
7,784
561
$351K 0.02%
19,992
-147
562
$348K 0.02%
13,275
+3,875
563
$347K 0.02%
3,043
+34
564
$346K 0.02%
16,345
-4,921
565
$343K 0.02%
1,865
-74
566
$342K 0.02%
3,061
-1,991
567
$340K 0.02%
2,436
-90
568
$335K 0.02%
8,126
+476
569
$335K 0.02%
3,410
+310
570
$334K 0.02%
1,715
-50
571
$333K 0.02%
19,983
+17,853
572
$331K 0.02%
15,000
573
$331K 0.02%
3,860
+54
574
$329K 0.02%
6,507
+884
575
$327K 0.02%
5,578
-1,438