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
1201
$63.1K ﹤0.01%
3,450
-700
1202
$63.1K ﹤0.01%
3,897
-4,447
1203
$62.7K ﹤0.01%
1,235
+505
1204
$62.6K ﹤0.01%
7,612
1205
$62.6K ﹤0.01%
294
-19
1206
$62.6K ﹤0.01%
14
1207
$62.4K ﹤0.01%
329
+21
1208
$62.3K ﹤0.01%
1,241
1209
$62K ﹤0.01%
1,380
1210
$62K ﹤0.01%
8,398
1211
$61.8K ﹤0.01%
3,027
-355
1212
$61.8K ﹤0.01%
443
+99
1213
$61.7K ﹤0.01%
1,034
-456
1214
$61.7K ﹤0.01%
1,075
1215
$61.4K ﹤0.01%
581
-107
1216
$60.9K ﹤0.01%
3,098
+498
1217
$60.8K ﹤0.01%
4,850
1218
$60.6K ﹤0.01%
1,381
1219
$60.6K ﹤0.01%
2,749
1220
$60.5K ﹤0.01%
2,484
+90
1221
$60.2K ﹤0.01%
1,713
-798
1222
$60.2K ﹤0.01%
3,288
-322
1223
$59.8K ﹤0.01%
490
-18
1224
$59.8K ﹤0.01%
1,498
-2,967
1225
$59.3K ﹤0.01%
1,646
+2