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
1476
$15.1K ﹤0.01%
291
+44
1477
$15.1K ﹤0.01%
405
+100
1478
$15K ﹤0.01%
400
-116
1479
$15K ﹤0.01%
+300
1480
$14.9K ﹤0.01%
1,355
+1,105
1481
$14.9K ﹤0.01%
115
1482
$14.8K ﹤0.01%
300
-400
1483
$14.6K ﹤0.01%
162
+112
1484
$14.6K ﹤0.01%
116
+45
1485
$14.5K ﹤0.01%
282
+162
1486
$14.5K ﹤0.01%
268
+38
1487
$14.5K ﹤0.01%
+1,450
1488
$14.4K ﹤0.01%
1,133
+1,066
1489
$14.4K ﹤0.01%
325
+91
1490
$14.3K ﹤0.01%
742
1491
$14.2K ﹤0.01%
268
-183
1492
$14.2K ﹤0.01%
170
1493
$14.2K ﹤0.01%
+800
1494
$14.2K ﹤0.01%
277
+38
1495
$14.2K ﹤0.01%
1,117
+34
1496
$14.2K ﹤0.01%
135
+115
1497
$14.1K ﹤0.01%
500
1498
$14.1K ﹤0.01%
1,477
1499
$14.1K ﹤0.01%
750
1500
$14.1K ﹤0.01%
1,000