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
1276
$52.2K ﹤0.01%
230
-11
1277
$52.1K ﹤0.01%
3,604
-571
1278
$52K ﹤0.01%
690
1279
$51.7K ﹤0.01%
240
-37
1280
$51.6K ﹤0.01%
4,471
-748
1281
$51.2K ﹤0.01%
1,663
+1,346
1282
$51.2K ﹤0.01%
1,246
+1,236
1283
$50.9K ﹤0.01%
1,000
1284
$50.3K ﹤0.01%
1,388
+785
1285
$50.2K ﹤0.01%
278
+31
1286
$50.1K ﹤0.01%
359
+16
1287
$50K ﹤0.01%
9,150
1288
$49.9K ﹤0.01%
+867
1289
$49.9K ﹤0.01%
40
1290
$49.9K ﹤0.01%
468
-1
1291
$49.7K ﹤0.01%
3,880
+212
1292
$49.3K ﹤0.01%
2,113
+338
1293
$49.2K ﹤0.01%
1,470
-338
1294
$49.1K ﹤0.01%
1,155
+210
1295
$48.8K ﹤0.01%
2,579
+19
1296
$48.1K ﹤0.01%
300
+30
1297
$48K ﹤0.01%
357
+62
1298
$48K ﹤0.01%
+2,000
1299
$47.9K ﹤0.01%
+1,920
1300
$47.8K ﹤0.01%
3,300
-875