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
1426
$17.3K ﹤0.01%
35
1427
$17.3K ﹤0.01%
957
+29
1428
$17.2K ﹤0.01%
320
+20
1429
$17.1K ﹤0.01%
3,000
+2,000
1430
$17K ﹤0.01%
355
1431
$17K ﹤0.01%
4,000
1432
$17K ﹤0.01%
142
1433
$16.9K ﹤0.01%
606
-1,548
1434
$16.9K ﹤0.01%
1,800
+400
1435
$16.9K ﹤0.01%
1,200
1436
$16.9K ﹤0.01%
+650
1437
$16.8K ﹤0.01%
274
+64
1438
$16.8K ﹤0.01%
974
+64
1439
$16.7K ﹤0.01%
2,876
+500
1440
$16.7K ﹤0.01%
286
+102
1441
$16.3K ﹤0.01%
800
-100
1442
$16.2K ﹤0.01%
+1,242
1443
$16.2K ﹤0.01%
1,554
+541
1444
$16.2K ﹤0.01%
400
-252
1445
$16.1K ﹤0.01%
367
+67
1446
$16.1K ﹤0.01%
653
1447
$16.1K ﹤0.01%
1,184
1448
$16.1K ﹤0.01%
106
-114
1449
$16.1K ﹤0.01%
596
+17
1450
$16.1K ﹤0.01%
2,393
-5,191