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
1151
$35K ﹤0.01%
851
-449
1152
$35K ﹤0.01%
2,724
1153
$35K ﹤0.01%
903
+4
1154
$34.9K ﹤0.01%
853
-1,160
1155
$34.9K ﹤0.01%
1,151
-119
1156
$34.8K ﹤0.01%
1,772
1157
$34.8K ﹤0.01%
3,379
-251
1158
$34.8K ﹤0.01%
1,400
1159
$34.8K ﹤0.01%
858
+658
1160
$34.8K ﹤0.01%
1,748
-5
1161
$34.7K ﹤0.01%
790
1162
$34.6K ﹤0.01%
1,950
-3,560
1163
$34.5K ﹤0.01%
331
-85
1164
$34.4K ﹤0.01%
300
1165
$34.4K ﹤0.01%
485
+1
1166
$34.4K ﹤0.01%
1,668
1167
$34.4K ﹤0.01%
368
1168
$34.3K ﹤0.01%
+686
1169
$34.1K ﹤0.01%
2,799
-885
1170
$34.1K ﹤0.01%
+2,197
1171
$34K ﹤0.01%
1,320
1172
$34K ﹤0.01%
707
+394
1173
$33.9K ﹤0.01%
182
-1,867
1174
$33.7K ﹤0.01%
695
+30
1175
$33.7K ﹤0.01%
3,900
+2,700