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
1076
$81.8K 0.01%
6,402
+3,351
1077
$80.8K 0.01%
2,250
1078
$80.6K 0.01%
6,771
-759
1079
$80.4K 0.01%
1,320
-196
1080
$80.2K 0.01%
1,737
-27
1081
$80.2K 0.01%
14,120
1082
$79.8K 0.01%
181
-36
1083
$79.8K 0.01%
1,671
-70
1084
$79.3K 0.01%
5,000
-3,400
1085
$78.9K 0.01%
+774
1086
$78.9K 0.01%
6,695
+21
1087
$78.8K 0.01%
7,067
1088
$78.7K 0.01%
2,701
+1
1089
$78.7K 0.01%
2,594
-1,994
1090
$78.7K 0.01%
16,600
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$78.7K 0.01%
524
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$78.4K 0.01%
2,376
1093
$78.2K 0.01%
1,427
+1
1094
$78K 0.01%
1,424
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1095
$77.8K 0.01%
+1,428
1096
$77.8K 0.01%
261
-22
1097
$77.7K 0.01%
519
+45
1098
$77.7K 0.01%
1,200
1099
$77.7K 0.01%
4,506
+40
1100
$77.7K 0.01%
932
+200