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
76
$2.13M 0.29%
37,800
+2,300
77
$2.12M 0.29%
54,295
+6,105
78
$2.08M 0.28%
42,620
+2,685
79
$2.07M 0.28%
77,662
+2,920
80
$2.05M 0.28%
36,064
-6,377
81
$2.02M 0.28%
18,597
-213
82
$1.92M 0.26%
117,009
+13,971
83
$1.92M 0.26%
63,156
+3,313
84
$1.88M 0.26%
17,908
+1,347
85
$1.79M 0.24%
32,202
-513
86
$1.78M 0.24%
26,604
+557
87
$1.77M 0.24%
29,531
88
$1.75M 0.24%
13,168
+1,721
89
$1.74M 0.24%
14,520
+16
90
$1.7M 0.23%
33,067
-1,188
91
$1.69M 0.23%
70,150
+10,804
92
$1.65M 0.22%
54,413
+50
93
$1.63M 0.22%
21,399
+1,604
94
$1.6M 0.22%
11,951
+1,314
95
$1.55M 0.21%
23,708
+6,664
96
$1.5M 0.2%
13,744
-664
97
$1.49M 0.2%
16,065
+285
98
$1.49M 0.2%
28,734
-73
99
$1.45M 0.2%
10,707
-135
100
$1.45M 0.2%
28,276
+1,737