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
1351
$20.7K ﹤0.01%
1,032
1352
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1,600
1353
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2,331
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500
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1,025
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640
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490
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1,100
+800
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580
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$20.2K ﹤0.01%
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1368
$20K ﹤0.01%
952
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300
-500
1370
$19.9K ﹤0.01%
2,000
1371
$19.8K ﹤0.01%
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1372
$19.8K ﹤0.01%
625
-1,400
1373
$19.8K ﹤0.01%
+500
1374
$19.7K ﹤0.01%
192
1375
$19.7K ﹤0.01%
1,000