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
51
$2.96M 0.4%
22,402
+21,508
52
$2.88M 0.39%
68,315
+8,459
53
$2.76M 0.38%
23,299
-375
54
$2.7M 0.37%
71,684
-716
55
$2.69M 0.37%
24,386
+426
56
$2.66M 0.36%
24,220
-11,025
57
$2.62M 0.36%
25,407
+198
58
$2.51M 0.34%
7,483
-461
59
$2.51M 0.34%
13,439
+1,162
60
$2.51M 0.34%
20,662
+2,299
61
$2.44M 0.33%
9,952
+1,026
62
$2.44M 0.33%
19,266
-3,387
63
$2.35M 0.32%
20,516
-1,239
64
$2.34M 0.32%
16,644
-360
65
$2.33M 0.32%
11,961
-562
66
$2.29M 0.31%
27,437
+687
67
$2.28M 0.31%
30,773
-720
68
$2.28M 0.31%
29,194
+853
69
$2.25M 0.31%
27,625
+1,535
70
$2.22M 0.3%
41,804
+1,288
71
$2.21M 0.3%
44,514
+13,300
72
$2.17M 0.3%
20,425
+1,142
73
$2.15M 0.29%
21,999
+753
74
$2.15M 0.29%
49,554
+476
75
$2.14M 0.29%
8,770
+7,502
1 2
3
4 5