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
1101
$77.5K 0.01%
3,035
1102
$77.4K 0.01%
2,000
1103
$77.2K 0.01%
1,160
1104
$77.1K 0.01%
1,464
-28
1105
$76.9K 0.01%
796
-34
1106
$76.9K 0.01%
401
+119
1107
$76.9K 0.01%
5,785
-1,173
1108
$76.8K 0.01%
3,070
-150
1109
$76.8K 0.01%
618
-274
1110
$76.8K 0.01%
4,433
-148
1111
$76.8K 0.01%
3,112
1112
$76.6K 0.01%
867
-11
1113
$76.6K 0.01%
1,298
-52
1114
$76.5K 0.01%
4,454
+3,882
1115
$76.5K 0.01%
873
+89
1116
$76.3K 0.01%
1,264
-1,139
1117
$76.3K 0.01%
666
-1,384
1118
$76.1K 0.01%
1,947
-575
1119
$76K 0.01%
3,200
1120
$75.9K 0.01%
5,150
+3,150
1121
$75.9K 0.01%
3,990
-263
1122
$75.7K ﹤0.01%
3,065
+3
1123
$75.3K ﹤0.01%
1,686
-425
1124
$75K ﹤0.01%
1,098
+373
1125
$75K ﹤0.01%
1,171
-2,344