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
1276
$25.8K ﹤0.01%
455
+55
1277
$25.8K ﹤0.01%
744
-446
1278
$25.6K ﹤0.01%
633
-50
1279
$25.5K ﹤0.01%
447
1280
$25.4K ﹤0.01%
449
+309
1281
$25.3K ﹤0.01%
761
+443
1282
$25.3K ﹤0.01%
381
-2,457
1283
$25.2K ﹤0.01%
1,100
-7,000
1284
$25.1K ﹤0.01%
1,000
1285
$25.1K ﹤0.01%
2,122
+429
1286
$25.1K ﹤0.01%
2,250
+200
1287
$25K ﹤0.01%
350
1288
$24.9K ﹤0.01%
+42
1289
$24.7K ﹤0.01%
350
1290
$24.5K ﹤0.01%
560
+556
1291
$24.5K ﹤0.01%
+776
1292
$24.4K ﹤0.01%
979
1293
$24.4K ﹤0.01%
875
1294
$24.3K ﹤0.01%
1,305
1295
$24.2K ﹤0.01%
289
-863
1296
$24.2K ﹤0.01%
400
+30
1297
$24.2K ﹤0.01%
1,548
1298
$24.2K ﹤0.01%
1,871
1299
$24.1K ﹤0.01%
2,021
1300
$24.1K ﹤0.01%
409
-100