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
626
$166K 0.02%
1,929
+276
627
$165K 0.02%
1,934
-21
628
$165K 0.02%
3,539
-1,968
629
$165K 0.02%
3,249
+1,449
630
$165K 0.02%
1,669
-70
631
$164K 0.02%
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632
$164K 0.02%
4,019
-120
633
$164K 0.02%
2,753
-7,654
634
$163K 0.02%
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+101
635
$163K 0.02%
7,421
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636
$163K 0.02%
7,530
-2,000
637
$162K 0.02%
3,645
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638
$162K 0.02%
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$162K 0.02%
2,090
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640
$161K 0.02%
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$161K 0.02%
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$160K 0.02%
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$160K 0.02%
15,323
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$159K 0.02%
+5,375
648
$158K 0.02%
3,670
+1,368
649
$157K 0.02%
2,038
-21
650
$157K 0.02%
2,485
+800