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
$809M
AUM Growth
-$60.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,644
New
Increased
Reduced
Closed

Top Sells

1 +$3.94M
2 +$3.29M
3 +$3.04M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$2.97M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$2.94M

Sector Composition

1 Technology 8.5%
2 Healthcare 5.1%
3 Financials 4.81%
4 Communication Services 3.91%
5 Industrials 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
751
$93.5K 0.01%
1,297
-616
752
$93.1K 0.01%
3,354
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$92.6K 0.01%
2,310
+2,300
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$92.5K 0.01%
5,429
755
$92.1K 0.01%
3,639
-1,879
756
$91.7K 0.01%
1,000
757
$91.5K 0.01%
2,143
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$91.3K 0.01%
4,420
-2,275
759
$91.2K 0.01%
3,529
+136
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$91K 0.01%
2,725
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762
$90.1K 0.01%
620
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$89.8K 0.01%
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764
$89.7K 0.01%
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$89.6K 0.01%
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$89.5K 0.01%
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$88.9K 0.01%
2,376
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$88.7K 0.01%
1,854
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$88.2K 0.01%
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$88.1K 0.01%
3,240
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$87.7K 0.01%
9,500
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$87.6K 0.01%
2,782
+243
775
$87.6K 0.01%
3,021
+1,086