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
1176
$67.7K ﹤0.01%
162
+11
1177
$67.7K ﹤0.01%
966
+80
1178
$67.3K ﹤0.01%
581
+69
1179
$67.2K ﹤0.01%
182
+104
1180
$67.1K ﹤0.01%
684
+15
1181
$66.7K ﹤0.01%
2,308
-2,218
1182
$66.7K ﹤0.01%
15,600
-1,500
1183
$66.5K ﹤0.01%
1,279
+1,244
1184
$66.5K ﹤0.01%
543
+62
1185
$66.5K ﹤0.01%
2,800
1186
$66.2K ﹤0.01%
2,793
1187
$66.1K ﹤0.01%
508
+103
1188
$65.9K ﹤0.01%
1,076
1189
$65.8K ﹤0.01%
665
+640
1190
$65.8K ﹤0.01%
5,337
1191
$65.7K ﹤0.01%
3,181
+26
1192
$65.4K ﹤0.01%
1,738
+1,588
1193
$65.1K ﹤0.01%
2,208
+177
1194
$64.7K ﹤0.01%
2,081
1195
$64.7K ﹤0.01%
1,600
1196
$64.7K ﹤0.01%
2,300
+209
1197
$64.2K ﹤0.01%
694
-3,116
1198
$64K ﹤0.01%
1,304
-1,213
1199
$63.8K ﹤0.01%
1,830
-249
1200
$63.2K ﹤0.01%
5,682
-126