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
601
$175K 0.02%
1,161
-25
602
$175K 0.02%
1,689
-17
603
$174K 0.02%
12,648
-1,034
604
$174K 0.02%
3,347
-34
605
$173K 0.02%
3,625
+2,075
606
$172K 0.02%
3,137
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607
$172K 0.02%
9,414
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608
$172K 0.02%
2,840
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609
$172K 0.02%
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610
$172K 0.02%
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-1,240
611
$172K 0.02%
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612
$171K 0.02%
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613
$169K 0.02%
2,020
+1,475
614
$169K 0.02%
2,048
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615
$169K 0.02%
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616
$169K 0.02%
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$168K 0.02%
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$168K 0.02%
1,140
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$168K 0.02%
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$168K 0.02%
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$168K 0.02%
5,508
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$167K 0.02%
7,673
-585
623
$166K 0.02%
6,785
624
$166K 0.02%
1,669
+45
625
$166K 0.02%
2,298