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
1251
$55.4K ﹤0.01%
756
+23
1252
$55.3K ﹤0.01%
388
+29
1253
$55.3K ﹤0.01%
636
1254
$55.3K ﹤0.01%
5,749
+2,323
1255
$55.2K ﹤0.01%
1,116
-85
1256
$55.2K ﹤0.01%
2,587
+837
1257
$55.2K ﹤0.01%
4,220
+683
1258
$54.9K ﹤0.01%
2,075
+814
1259
$54.9K ﹤0.01%
708
+642
1260
$54.8K ﹤0.01%
1,410
-75
1261
$54.7K ﹤0.01%
931
1262
$54.6K ﹤0.01%
4,134
+51
1263
$54.5K ﹤0.01%
+1,903
1264
$54.5K ﹤0.01%
1,496
-220
1265
$54.2K ﹤0.01%
5,638
+4,949
1266
$53.9K ﹤0.01%
281
+5
1267
$53.7K ﹤0.01%
2,683
+233
1268
$53.6K ﹤0.01%
760
-1,565
1269
$53.5K ﹤0.01%
+4,150
1270
$53.2K ﹤0.01%
5,458
-611
1271
$53K ﹤0.01%
1,191
1272
$53K ﹤0.01%
2,377
-1,050
1273
$53K ﹤0.01%
3,940
1274
$52.8K ﹤0.01%
3,658
1275
$52.4K ﹤0.01%
7,493
+1,790