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
1451
$16K ﹤0.01%
255
+36
1452
$16K ﹤0.01%
580
1453
$16K ﹤0.01%
287
1454
$16K ﹤0.01%
648
-1,926
1455
$15.9K ﹤0.01%
635
+535
1456
$15.9K ﹤0.01%
1,370
+360
1457
$15.9K ﹤0.01%
854
-143
1458
$15.8K ﹤0.01%
615
-196
1459
$15.7K ﹤0.01%
727
+12
1460
$15.7K ﹤0.01%
284
1461
$15.7K ﹤0.01%
146
-1
1462
$15.6K ﹤0.01%
+1,137
1463
$15.6K ﹤0.01%
371
+190
1464
$15.6K ﹤0.01%
280
-1,646
1465
$15.6K ﹤0.01%
4,932
-58,236
1466
$15.5K ﹤0.01%
278
1467
$15.5K ﹤0.01%
1,148
1468
$15.5K ﹤0.01%
9,000
+6,000
1469
$15.5K ﹤0.01%
347
-3,251
1470
$15.4K ﹤0.01%
672
1471
$15.4K ﹤0.01%
2,796
+1,509
1472
$15.4K ﹤0.01%
800
1473
$15.3K ﹤0.01%
325
-200
1474
$15.2K ﹤0.01%
413
+5
1475
$15.2K ﹤0.01%
707
-27