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
1326
$22.4K ﹤0.01%
300
1327
$22.4K ﹤0.01%
228
-26
1328
$22.3K ﹤0.01%
2,750
-400
1329
$22.3K ﹤0.01%
318
1330
$22.2K ﹤0.01%
144
1331
$22.2K ﹤0.01%
2,040
1332
$22.2K ﹤0.01%
116
1333
$22.2K ﹤0.01%
750
1334
$22.2K ﹤0.01%
500
1335
$22.1K ﹤0.01%
238
1336
$22K ﹤0.01%
933
+8
1337
$22K ﹤0.01%
792
1338
$22K ﹤0.01%
342
+68
1339
$22K ﹤0.01%
1,735
1340
$21.9K ﹤0.01%
3,900
1341
$21.7K ﹤0.01%
212
+51
1342
$21.7K ﹤0.01%
450
1343
$21.7K ﹤0.01%
2,273
1344
$21.6K ﹤0.01%
180
1345
$21.4K ﹤0.01%
250
-185
1346
$21.2K ﹤0.01%
758
1347
$20.9K ﹤0.01%
875
+150
1348
$20.9K ﹤0.01%
1,783
-2,944
1349
$20.9K ﹤0.01%
+341
1350
$20.7K ﹤0.01%
800