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
$1.53B
AUM Growth
+$330M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,949
New
Increased
Reduced
Closed

Top Sells

1 +$7.39M
2 +$4.58M
3 +$4.26M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.6M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$3.51M

Sector Composition

1 Technology 12.06%
2 Healthcare 5.66%
3 Consumer Discretionary 5.21%
4 Communication Services 3.88%
5 Financials 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
901
$132K 0.01%
2,485
+2,102
902
$132K 0.01%
3,423
+152
903
$131K 0.01%
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3,297
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905
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$131K 0.01%
1,340
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907
$131K 0.01%
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908
$131K 0.01%
4,119
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909
$130K 0.01%
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910
$129K 0.01%
2,009
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911
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6,128
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2,108
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$125K 0.01%
5,356
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925
$125K 0.01%
4,542
+67