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
1301
$47.7K ﹤0.01%
1,448
+12
1302
$47.6K ﹤0.01%
240
+225
1303
$47.5K ﹤0.01%
4,639
1304
$47.4K ﹤0.01%
2,070
+320
1305
$47.4K ﹤0.01%
5,975
-571
1306
$47.4K ﹤0.01%
2,988
1307
$47.3K ﹤0.01%
1,516
-5
1308
$47.2K ﹤0.01%
1,716
-725
1309
$47.1K ﹤0.01%
2,000
1310
$47.1K ﹤0.01%
1,136
1311
$47K ﹤0.01%
1,062
+226
1312
$46.5K ﹤0.01%
3,293
+46
1313
$46.4K ﹤0.01%
1,970
+33
1314
$46.4K ﹤0.01%
5,975
+2,500
1315
$46.2K ﹤0.01%
1,241
1316
$46.1K ﹤0.01%
1,710
1317
$46K ﹤0.01%
967
-185
1318
$45.9K ﹤0.01%
658
-297
1319
$45.8K ﹤0.01%
1,969
+1,390
1320
$45.8K ﹤0.01%
1,100
1321
$45.6K ﹤0.01%
4,400
+2,500
1322
$45.6K ﹤0.01%
829
-2,212
1323
$45.4K ﹤0.01%
695
-665
1324
$45.3K ﹤0.01%
3,721
+709
1325
$45.2K ﹤0.01%
1,790
+459