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
1426
$34.2K ﹤0.01%
487
+57
1427
$34.1K ﹤0.01%
+5,425
1428
$34K ﹤0.01%
1,093
+9
1429
$33.9K ﹤0.01%
1,238
+900
1430
$33.9K ﹤0.01%
705
+272
1431
$33.8K ﹤0.01%
637
+9
1432
$33.8K ﹤0.01%
996
-55
1433
$33.7K ﹤0.01%
881
+21
1434
$33.6K ﹤0.01%
2,490
-570
1435
$33.6K ﹤0.01%
1,343
-222
1436
$33.6K ﹤0.01%
1,400
-500
1437
$33.5K ﹤0.01%
536
-97
1438
$33.5K ﹤0.01%
162
+14
1439
$33.4K ﹤0.01%
650
1440
$33.3K ﹤0.01%
680
1441
$33.1K ﹤0.01%
1,015
+59
1442
$33K ﹤0.01%
1,433
-1,357
1443
$33K ﹤0.01%
720
1444
$32.9K ﹤0.01%
630
1445
$32.9K ﹤0.01%
1,849
1446
$32.7K ﹤0.01%
1,697
-376
1447
$32.6K ﹤0.01%
2,644
+169
1448
$32.6K ﹤0.01%
3,424
-200
1449
$32.6K ﹤0.01%
577
-55
1450
$32.5K ﹤0.01%
800
+727