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
1176
$33.6K ﹤0.01%
1,328
-1,600
1177
$33.5K ﹤0.01%
945
1178
$33.5K ﹤0.01%
2,455
+147
1179
$33.5K ﹤0.01%
808
+2
1180
$33.5K ﹤0.01%
531
+88
1181
$33.4K ﹤0.01%
855
+130
1182
$33.4K ﹤0.01%
1,608
1183
$33.3K ﹤0.01%
944
+1
1184
$33.3K ﹤0.01%
4,035
+250
1185
$33.3K ﹤0.01%
728
1186
$33.2K ﹤0.01%
2,050
-50
1187
$33.2K ﹤0.01%
1,338
1188
$32.8K ﹤0.01%
2,001
-1,460
1189
$32.8K ﹤0.01%
571
1190
$32.6K ﹤0.01%
609
+109
1191
$32.4K ﹤0.01%
279
-77
1192
$32.3K ﹤0.01%
3,910
+160
1193
$32.3K ﹤0.01%
1,235
-570
1194
$32.2K ﹤0.01%
968
+275
1195
$32.2K ﹤0.01%
506
+78
1196
$32.1K ﹤0.01%
269
-10
1197
$32K ﹤0.01%
1,000
1198
$32K ﹤0.01%
2,875
-400
1199
$32K ﹤0.01%
250
1200
$31.9K ﹤0.01%
577
+71