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
1451
$32.3K ﹤0.01%
1,640
+50
1452
$32.2K ﹤0.01%
261
-6
1453
$32K ﹤0.01%
558
+3
1454
$31.7K ﹤0.01%
826
-350
1455
$31.7K ﹤0.01%
2,200
1456
$31.7K ﹤0.01%
4,079
1457
$31.6K ﹤0.01%
590
+50
1458
$31.4K ﹤0.01%
310
1459
$31.4K ﹤0.01%
196
1460
$31.4K ﹤0.01%
897
+4
1461
$31.3K ﹤0.01%
1,000
1462
$31.2K ﹤0.01%
2,273
+440
1463
$31.1K ﹤0.01%
2,825
1464
$30.8K ﹤0.01%
590
1465
$30.7K ﹤0.01%
812
+132
1466
$30.6K ﹤0.01%
+565
1467
$30.5K ﹤0.01%
301
-144
1468
$30.5K ﹤0.01%
+1,575
1469
$30.4K ﹤0.01%
305
+67
1470
$30.3K ﹤0.01%
+950
1471
$30.2K ﹤0.01%
3,210
-9,477
1472
$30.1K ﹤0.01%
14,000
+1,500
1473
$30.1K ﹤0.01%
1,630
+440
1474
$30K ﹤0.01%
677
-4,333
1475
$30K ﹤0.01%
458
+1