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
1026
$55.2K 0.01%
982
-6,752
1027
$55.2K 0.01%
1,172
1028
$55.2K 0.01%
2,749
+7
1029
$55.1K 0.01%
2,278
1030
$55K 0.01%
5,036
1031
$55K 0.01%
+1,000
1032
$55K 0.01%
3,900
1033
$54.7K 0.01%
2,536
+1,748
1034
$54.3K 0.01%
2,602
+37
1035
$54.3K 0.01%
3,754
1036
$54.2K 0.01%
2,000
1037
$54.1K 0.01%
689
+469
1038
$54.1K 0.01%
760
-275
1039
$54K 0.01%
1,710
-13,130
1040
$53.6K 0.01%
785
+6
1041
$53.5K 0.01%
3,098
+383
1042
$53.4K 0.01%
3,020
1043
$53K 0.01%
2,900
1044
$53K 0.01%
9,650
1045
$52.8K 0.01%
2,725
-1,965
1046
$52.6K 0.01%
810
+139
1047
$52.3K 0.01%
4,018
1048
$52.2K 0.01%
1,905
+202
1049
$52.2K 0.01%
270
1050
$52.2K 0.01%
307
+146