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
1001
$59.5K 0.01%
1,149
-268
1002
$59.3K 0.01%
474
+111
1003
$59.2K 0.01%
850
+100
1004
$59.1K 0.01%
2,290
-516
1005
$59K 0.01%
888
+206
1006
$58.9K 0.01%
7,411
+188
1007
$58.8K 0.01%
275
-8
1008
$58.7K 0.01%
670
-298
1009
$58.6K 0.01%
816
-112
1010
$58.1K 0.01%
1,638
+576
1011
$58K 0.01%
2,717
1012
$57.6K 0.01%
1,834
+1,291
1013
$57.3K 0.01%
1,404
+364
1014
$57.2K 0.01%
1,114
+510
1015
$57K 0.01%
6,281
+11
1016
$57K 0.01%
427
+273
1017
$56.8K 0.01%
541
-342
1018
$56.7K 0.01%
682
+182
1019
$56.6K 0.01%
1,300
+869
1020
$56.5K 0.01%
2,562
-105
1021
$56.2K 0.01%
694
-1,694
1022
$55.7K 0.01%
1,637
1023
$55.4K 0.01%
1,136
1024
$55.3K 0.01%
838
-7,145
1025
$55.3K 0.01%
3,275