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
$734M
AUM Growth
+$62.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,501
New
Increased
Reduced
Closed

Top Buys

1 +$3.38M
2 +$2.84M
3 +$1.99M
4
ADBE icon
Adobe
ADBE
+$1.83M
5
MDT icon
Medtronic
MDT
+$1.76M

Top Sells

1 +$2.22M
2 +$1.49M
3 +$1.21M
4
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$988K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$972K

Sector Composition

1 Technology 9.98%
2 Financials 5.49%
3 Healthcare 5.07%
4 Communication Services 4.73%
5 Industrials 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1151
$41.4K 0.01%
3,198
-4,564
1152
$40.9K 0.01%
1,277
-30,833
1153
$40.5K 0.01%
950
+855
1154
$40.4K 0.01%
400
1155
$40.4K 0.01%
995
+319
1156
$40.4K 0.01%
1,000
1157
$40.4K 0.01%
435
+135
1158
$40.4K 0.01%
117
1159
$40.3K 0.01%
407
-254
1160
$40.2K 0.01%
4,311
1161
$39.9K 0.01%
631
1162
$39.8K 0.01%
1,950
+450
1163
$39.8K 0.01%
3,116
1164
$39.7K 0.01%
1,668
+737
1165
$39.6K 0.01%
1,445
1166
$39.2K 0.01%
543
1167
$39K 0.01%
1,076
+588
1168
$38.9K 0.01%
2,669
-8,064
1169
$38.7K 0.01%
494
1170
$38.7K 0.01%
+1,000
1171
$38.5K 0.01%
895
+4
1172
$38.4K 0.01%
2,682
+1,882
1173
$38.3K 0.01%
1,327
+120
1174
$38.3K 0.01%
1,456
+1,166
1175
$38.2K 0.01%
775