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
$2.58B
AUM Growth
+$291M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,502
New
Increased
Reduced
Closed

Top Sells

1 +$21.7M
2 +$9.68M
3 +$7.22M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$6.63M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.21M

Sector Composition

1 Technology 12.75%
2 Consumer Discretionary 5.8%
3 Healthcare 5.03%
4 Financials 4.51%
5 Communication Services 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1376
$110K ﹤0.01%
1,440
+240
1377
$110K ﹤0.01%
+5,550
1378
$110K ﹤0.01%
1,450
+10
1379
$110K ﹤0.01%
5,453
+627
1380
$109K ﹤0.01%
1,135
+988
1381
$109K ﹤0.01%
12,406
-179
1382
$109K ﹤0.01%
+1,400
1383
$109K ﹤0.01%
10,686
+2,288
1384
$109K ﹤0.01%
4,046
+258
1385
$108K ﹤0.01%
2,532
+1,731
1386
$108K ﹤0.01%
2,420
+720
1387
$108K ﹤0.01%
2,185
1388
$108K ﹤0.01%
2,183
+134
1389
$107K ﹤0.01%
845
+65
1390
$107K ﹤0.01%
310
-2
1391
$107K ﹤0.01%
948
+29
1392
$107K ﹤0.01%
4,379
1393
$107K ﹤0.01%
2,533
+2,033
1394
$107K ﹤0.01%
6,067
+983
1395
$106K ﹤0.01%
6,525
+2,438
1396
$106K ﹤0.01%
+7,922
1397
$105K ﹤0.01%
1,026
1398
$105K ﹤0.01%
2,027
+427
1399
$105K ﹤0.01%
2,253
+462
1400
$105K ﹤0.01%
4,120
+1,450