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
1076
$43.2K 0.01%
4,639
-532
1077
$43.2K 0.01%
2,095
+551
1078
$43.1K 0.01%
3,062
1079
$43K 0.01%
1,000
1080
$43K 0.01%
3,015
1081
$42.7K 0.01%
2,078
-8,227
1082
$42.6K 0.01%
900
-119
1083
$42.5K 0.01%
45
1084
$42.3K 0.01%
1,150
+1,000
1085
$42.3K 0.01%
720
1086
$42.2K 0.01%
124
-1,216
1087
$42.1K 0.01%
800
1088
$42K 0.01%
510
+45
1089
$42K 0.01%
802
-229
1090
$41.8K 0.01%
1,075
+300
1091
$41.7K 0.01%
3,110
+428
1092
$41.5K 0.01%
1,828
-13,133
1093
$41.5K 0.01%
2,057
+322
1094
$41.5K 0.01%
233
+8
1095
$41.3K 0.01%
141
+132
1096
$41.3K 0.01%
1,100
1097
$41.1K 0.01%
3,450
1098
$41K 0.01%
2,890
+215
1099
$41K 0.01%
3,240
1100
$41K 0.01%
1,533
+1,401