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
1376
$19.7K ﹤0.01%
310
1377
$19.7K ﹤0.01%
390
1378
$19.7K ﹤0.01%
425
-605
1379
$19.7K ﹤0.01%
1,433
+38
1380
$19.5K ﹤0.01%
320
1381
$19.5K ﹤0.01%
1,150
1382
$19.3K ﹤0.01%
425
-425
1383
$19.3K ﹤0.01%
552
+8
1384
$19.2K ﹤0.01%
386
+74
1385
$19.1K ﹤0.01%
1,086
+114
1386
$19.1K ﹤0.01%
394
+59
1387
$19.1K ﹤0.01%
328
+65
1388
$19.1K ﹤0.01%
480
+4
1389
$19K ﹤0.01%
295
+105
1390
$19K ﹤0.01%
300
-5,817
1391
$19K ﹤0.01%
+1,673
1392
$19K ﹤0.01%
500
1393
$18.9K ﹤0.01%
1,018
-482
1394
$18.9K ﹤0.01%
827
-1,395
1395
$18.8K ﹤0.01%
410
-296
1396
$18.8K ﹤0.01%
135
-770
1397
$18.8K ﹤0.01%
625
1398
$18.7K ﹤0.01%
81
-10
1399
$18.6K ﹤0.01%
1,442
-163
1400
$18.6K ﹤0.01%
855
-1,997