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
1201
$36.1K ﹤0.01%
792
+28
1202
$36K ﹤0.01%
5,460
+1,460
1203
$36K ﹤0.01%
729
1204
$35.9K ﹤0.01%
1,944
1205
$35.9K ﹤0.01%
760
1206
$35.8K ﹤0.01%
517
+5
1207
$35.6K ﹤0.01%
+300
1208
$35.5K ﹤0.01%
356
1209
$35.5K ﹤0.01%
303
+1
1210
$35.5K ﹤0.01%
1,360
+680
1211
$35.5K ﹤0.01%
2,724
1212
$35.4K ﹤0.01%
415
+2
1213
$35.2K ﹤0.01%
569
+28
1214
$35.2K ﹤0.01%
1,030
+157
1215
$35.1K ﹤0.01%
3,785
-315
1216
$35.1K ﹤0.01%
1,772
+533
1217
$35K ﹤0.01%
1,735
+2
1218
$35K ﹤0.01%
790
+36
1219
$35K ﹤0.01%
915
1220
$35K ﹤0.01%
652
1221
$34.9K ﹤0.01%
4,622
+153
1222
$34.7K ﹤0.01%
4,495
+4,150
1223
$34.5K ﹤0.01%
668
+47
1224
$34.4K ﹤0.01%
1,517
+1,200
1225
$34.3K ﹤0.01%
+850