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
1051
$85.9K 0.01%
701
-98
1052
$85.5K 0.01%
6,637
+2,659
1053
$85.5K 0.01%
3,800
-400
1054
$85.4K 0.01%
610
-73
1055
$85.3K 0.01%
2,465
+167
1056
$84.9K 0.01%
4,056
-350
1057
$84.4K 0.01%
2,046
+142
1058
$84.2K 0.01%
3,142
+1,177
1059
$84.2K 0.01%
2,739
-555
1060
$84.1K 0.01%
1,454
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1061
$84K 0.01%
2,331
+72
1062
$83.7K 0.01%
324
-26
1063
$83.4K 0.01%
4,163
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$83.2K 0.01%
2,856
+1,157
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$83K 0.01%
6,005
-625
1066
$82.6K 0.01%
2,441
+336
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$82.6K 0.01%
2,526
+50
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$82.4K 0.01%
1,385
+15
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$82.4K 0.01%
5,816
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$82.3K 0.01%
935
1071
$82.2K 0.01%
1,035
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$82.2K 0.01%
6,762
1073
$82K 0.01%
2,321
+1,047
1074
$82K 0.01%
3,414
-79
1075
$81.9K 0.01%
2,103
-385