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
576
$185K 0.03%
14,595
577
$185K 0.03%
1,602
578
$184K 0.03%
1,684
+395
579
$184K 0.03%
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+288
580
$184K 0.03%
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$184K 0.03%
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582
$183K 0.02%
10,590
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583
$183K 0.02%
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$183K 0.02%
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585
$183K 0.02%
5,620
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586
$182K 0.02%
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587
$182K 0.02%
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$181K 0.02%
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$181K 0.02%
3,674
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590
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591
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$179K 0.02%
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$179K 0.02%
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$177K 0.02%
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$176K 0.02%
1,596
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599
$176K 0.02%
5,302
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600
$175K 0.02%
1,607
+1,172