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
1151
$72.2K ﹤0.01%
779
+420
1152
$72.1K ﹤0.01%
2,468
+170
1153
$71.9K ﹤0.01%
9,300
1154
$71.6K ﹤0.01%
1,208
+1,008
1155
$71.5K ﹤0.01%
1,212
-1,574
1156
$71.4K ﹤0.01%
1,850
1157
$71.3K ﹤0.01%
7,560
+7,400
1158
$70.9K ﹤0.01%
1,132
+925
1159
$70.8K ﹤0.01%
1,429
+1,125
1160
$70.5K ﹤0.01%
1,108
-2,020
1161
$70.2K ﹤0.01%
1,035
-141
1162
$70K ﹤0.01%
782
1163
$70K ﹤0.01%
1,275
+9
1164
$69.9K ﹤0.01%
2,174
-81
1165
$69.7K ﹤0.01%
3,960
1166
$69.4K ﹤0.01%
1,245
-47
1167
$68.8K ﹤0.01%
1,838
+80
1168
$68.7K ﹤0.01%
3,461
1169
$68.6K ﹤0.01%
1,657
-201
1170
$68.3K ﹤0.01%
911
+20
1171
$68.2K ﹤0.01%
838
+485
1172
$68.2K ﹤0.01%
615
+74
1173
$67.9K ﹤0.01%
1,209
+374
1174
$67.8K ﹤0.01%
664
+82
1175
$67.8K ﹤0.01%
4,976
+1,272