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
$809M
AUM Growth
-$60.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,644
New
Increased
Reduced
Closed

Top Sells

1 +$3.94M
2 +$3.29M
3 +$3.04M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$2.97M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$2.94M

Sector Composition

1 Technology 8.5%
2 Healthcare 5.1%
3 Financials 4.81%
4 Communication Services 3.91%
5 Industrials 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1251
$27.8K ﹤0.01%
4,400
1252
$27.7K ﹤0.01%
1,068
1253
$27.6K ﹤0.01%
1,396
+161
1254
$27.4K ﹤0.01%
650
+550
1255
$27.3K ﹤0.01%
1,411
+84
1256
$27.3K ﹤0.01%
523
-649
1257
$27.2K ﹤0.01%
784
+84
1258
$27.2K ﹤0.01%
750
1259
$27.1K ﹤0.01%
1,522
+230
1260
$27K ﹤0.01%
381
+176
1261
$27K ﹤0.01%
+2,433
1262
$26.9K ﹤0.01%
874
+79
1263
$26.7K ﹤0.01%
2,706
+24
1264
$26.7K ﹤0.01%
+1,160
1265
$26.6K ﹤0.01%
1,035
1266
$26.4K ﹤0.01%
3,300
1267
$26.4K ﹤0.01%
692
+370
1268
$26.4K ﹤0.01%
4,607
+3,291
1269
$26.3K ﹤0.01%
+700
1270
$26.1K ﹤0.01%
1,647
+17
1271
$26.1K ﹤0.01%
1,024
-179
1272
$26K ﹤0.01%
56
+34
1273
$26K ﹤0.01%
1,054
+145
1274
$25.9K ﹤0.01%
600
-487
1275
$25.9K ﹤0.01%
973
-1,215