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
$1.22B
AUM Growth
+$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,954
New
Increased
Reduced
Closed

Top Buys

1 +$14M
2 +$4.39M
3 +$3.86M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$3.41M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.05M

Sector Composition

1 Technology 9.22%
2 Financials 4.79%
3 Healthcare 4.33%
4 Consumer Discretionary 4.14%
5 Communication Services 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$2.78M 0.23%
79,702
+3,177
102
$2.78M 0.23%
49,631
+52
103
$2.77M 0.23%
90,931
+8,717
104
$2.76M 0.23%
34,394
+1,739
105
$2.76M 0.23%
61,161
-7,787
106
$2.67M 0.22%
112,847
+9,523
107
$2.64M 0.22%
90,434
+5,614
108
$2.59M 0.21%
8,983
+295
109
$2.48M 0.2%
110,752
+101,121
110
$2.46M 0.2%
6,301
+1,480
111
$2.41M 0.2%
23,650
-366
112
$2.41M 0.2%
28,538
+5,000
113
$2.4M 0.2%
21,161
+864
114
$2.38M 0.19%
45,702
-5,401
115
$2.36M 0.19%
46,908
-420
116
$2.36M 0.19%
8,681
+389
117
$2.35M 0.19%
29,034
+2,215
118
$2.34M 0.19%
19,390
-3,151
119
$2.28M 0.19%
41,814
+1,625
120
$2.25M 0.18%
26,872
+1,447
121
$2.22M 0.18%
42,288
+628
122
$2.19M 0.18%
37,532
+13,548
123
$2.18M 0.18%
12,861
+1,075
124
$2.15M 0.18%
27,686
-10,501
125
$2.14M 0.18%
43,554
-1,377