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
76
$2.53M 0.31%
27,484
-2,475
77
$2.52M 0.31%
30,368
+1,288
78
$2.51M 0.31%
75,465
-2,425
79
$2.5M 0.31%
32,701
+2,580
80
$2.45M 0.3%
71,690
+1,028
81
$2.41M 0.3%
25,349
+3,626
82
$2.38M 0.29%
51,129
+4,825
83
$2.34M 0.29%
19,291
+3,119
84
$2.33M 0.29%
23,199
+3,345
85
$2.31M 0.29%
21,510
+3,061
86
$2.24M 0.28%
46,721
-1,659
87
$2.22M 0.27%
17,189
-3,019
88
$2.14M 0.26%
31,110
+416
89
$2.08M 0.26%
18,842
-64
90
$2.08M 0.26%
15,771
+8,184
91
$2.06M 0.25%
71,314
+4,131
92
$2.06M 0.25%
23,020
+636
93
$2.04M 0.25%
89,529
+6,867
94
$2.02M 0.25%
605,720
-171,320
95
$1.99M 0.25%
42,426
-5,580
96
$1.93M 0.24%
78,341
-69,472
97
$1.9M 0.24%
32,391
+3,341
98
$1.9M 0.24%
38,515
-1,326
99
$1.89M 0.23%
16,297
+1,560
100
$1.88M 0.23%
44,193
+23,435