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
101
$1.45M 0.2%
32,964
-831
102
$1.44M 0.2%
78,561
+6,687
103
$1.43M 0.19%
98,150
+651
104
$1.41M 0.19%
40,230
+37,500
105
$1.41M 0.19%
57,970
-3,280
106
$1.38M 0.19%
17,400
+1,583
107
$1.38M 0.19%
8,728
+1,619
108
$1.37M 0.19%
23,668
+2,678
109
$1.35M 0.18%
15,878
+148
110
$1.34M 0.18%
12,593
+2,209
111
$1.34M 0.18%
25,727
+3,194
112
$1.33M 0.18%
37,346
-2,668
113
$1.32M 0.18%
46,002
-1,907
114
$1.31M 0.18%
16,724
+1,150
115
$1.3M 0.18%
56,936
-1,455
116
$1.3M 0.18%
20,558
-114
117
$1.3M 0.18%
18,097
-362
118
$1.29M 0.18%
16,015
+211
119
$1.29M 0.18%
13,730
+125
120
$1.29M 0.18%
15,127
+516
121
$1.24M 0.17%
9,021
-606
122
$1.22M 0.17%
17,135
+1,330
123
$1.21M 0.17%
8,951
+5,595
124
$1.21M 0.17%
37,010
-1,818
125
$1.19M 0.16%
16,776
+838