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
1226
$59.3K ﹤0.01%
5,000
1227
$59.2K ﹤0.01%
1,684
+1,155
1228
$58.8K ﹤0.01%
2,505
+1,401
1229
$58.8K ﹤0.01%
1,455
+65
1230
$57.9K ﹤0.01%
1,028
-844
1231
$57.8K ﹤0.01%
9,609
+637
1232
$57.7K ﹤0.01%
727
-6
1233
$57.6K ﹤0.01%
+473
1234
$57.6K ﹤0.01%
886
1235
$57.1K ﹤0.01%
2,702
+1,800
1236
$56.8K ﹤0.01%
2,253
-11,131
1237
$56.8K ﹤0.01%
1,641
-163
1238
$56.7K ﹤0.01%
1,933
+450
1239
$56.7K ﹤0.01%
1,978
+83
1240
$56.6K ﹤0.01%
912
+300
1241
$56.5K ﹤0.01%
4,200
1242
$56.5K ﹤0.01%
650
-50
1243
$56.2K ﹤0.01%
1,540
-5,049
1244
$55.9K ﹤0.01%
1,024
-382
1245
$55.9K ﹤0.01%
1,454
+9
1246
$55.9K ﹤0.01%
706
1247
$55.9K ﹤0.01%
1,358
+153
1248
$55.8K ﹤0.01%
3,900
-2,380
1249
$55.6K ﹤0.01%
1,500
1250
$55.6K ﹤0.01%
1,329
+115