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
1126
$37.7K ﹤0.01%
387
+17
1127
$37.7K ﹤0.01%
695
+248
1128
$37.6K ﹤0.01%
2,691
-1,660
1129
$37.5K ﹤0.01%
1,265
+194
1130
$37.5K ﹤0.01%
+5,500
1131
$37.5K ﹤0.01%
+284
1132
$37.4K ﹤0.01%
1,000
1133
$37.4K ﹤0.01%
777
1134
$37.2K ﹤0.01%
2,519
-125
1135
$37.2K ﹤0.01%
2,795
-9,699
1136
$37.2K ﹤0.01%
3,018
1137
$36.7K ﹤0.01%
167
-241
1138
$36.5K ﹤0.01%
1,251
-724
1139
$36.4K ﹤0.01%
1,067
-95
1140
$36.4K ﹤0.01%
1,595
1141
$36.3K ﹤0.01%
780
+310
1142
$36K ﹤0.01%
4,311
-1,861
1143
$35.9K ﹤0.01%
729
1144
$35.9K ﹤0.01%
3,246
+3,171
1145
$35.7K ﹤0.01%
1,614
-110
1146
$35.6K ﹤0.01%
588
+200
1147
$35.6K ﹤0.01%
2,895
-122
1148
$35.3K ﹤0.01%
125
-2
1149
$35.2K ﹤0.01%
257
+57
1150
$35.1K ﹤0.01%
685
+370