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
851
$74.8K 0.01%
4,051
-10,847
852
$74.5K 0.01%
961
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$74.4K 0.01%
1,510
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$74.2K 0.01%
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856
$74K 0.01%
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857
$73.7K 0.01%
2,363
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858
$73.5K 0.01%
1,375
-85
859
$73.4K 0.01%
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860
$73.2K 0.01%
5,600
861
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$72.7K 0.01%
1,172
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$72.7K 0.01%
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864
$72.6K 0.01%
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$72.4K 0.01%
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415
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4,430
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$70.9K 0.01%
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875
$70.6K 0.01%
762
+131