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
1376
$39.1K ﹤0.01%
1,794
+1
1377
$39K ﹤0.01%
+5,586
1378
$39K ﹤0.01%
180
+20
1379
$39K ﹤0.01%
1,664
+8
1380
$39K ﹤0.01%
1,642
-1,100
1381
$39K ﹤0.01%
633
+133
1382
$38.7K ﹤0.01%
947
1383
$38.5K ﹤0.01%
2,064
-3,720
1384
$38.5K ﹤0.01%
1,415
-2
1385
$38.5K ﹤0.01%
524
+365
1386
$38.3K ﹤0.01%
13,978
+30
1387
$38.1K ﹤0.01%
1,280
1388
$38K ﹤0.01%
2,562
+21
1389
$38K ﹤0.01%
211
-1,602
1390
$37.8K ﹤0.01%
2,645
1391
$37.8K ﹤0.01%
1,735
1392
$37.7K ﹤0.01%
4,000
-1,000
1393
$37.5K ﹤0.01%
5,894
+1,794
1394
$37.5K ﹤0.01%
5,452
-1,377
1395
$37.5K ﹤0.01%
5,433
-563
1396
$37.5K ﹤0.01%
954
1397
$37.1K ﹤0.01%
595
+5
1398
$37.1K ﹤0.01%
1,119
-622
1399
$37K ﹤0.01%
+3,000
1400
$37K ﹤0.01%
+1,288