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
1401
$37K ﹤0.01%
642
-5
1402
$36.9K ﹤0.01%
793
+679
1403
$36.9K ﹤0.01%
1,113
1404
$36.6K ﹤0.01%
+545
1405
$36.5K ﹤0.01%
990
+198
1406
$36.4K ﹤0.01%
1,059
-362
1407
$36.2K ﹤0.01%
5,000
1408
$36.2K ﹤0.01%
514
1409
$36K ﹤0.01%
1,026
1410
$36K ﹤0.01%
538
1411
$35.9K ﹤0.01%
1,995
+1,095
1412
$35.9K ﹤0.01%
3,298
1413
$35.7K ﹤0.01%
159
1414
$35.6K ﹤0.01%
1,000
1415
$35.5K ﹤0.01%
653
1416
$35.5K ﹤0.01%
5,787
-4,209
1417
$35.2K ﹤0.01%
778
+61
1418
$35.2K ﹤0.01%
2,665
1419
$34.9K ﹤0.01%
2,724
1420
$34.9K ﹤0.01%
1,710
1421
$34.8K ﹤0.01%
1,272
-348
1422
$34.7K ﹤0.01%
737
1423
$34.5K ﹤0.01%
303
-191
1424
$34.5K ﹤0.01%
3,345
-3,800
1425
$34.2K ﹤0.01%
683
-59