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
1501
$28.4K ﹤0.01%
2,225
1502
$28.2K ﹤0.01%
1,608
-650
1503
$28.2K ﹤0.01%
553
+238
1504
$28.1K ﹤0.01%
1,238
-568
1505
$28.1K ﹤0.01%
496
-253
1506
$28K ﹤0.01%
1,579
+1,195
1507
$27.9K ﹤0.01%
16
+6
1508
$27.8K ﹤0.01%
502
1509
$27.8K ﹤0.01%
3,000
1510
$27.5K ﹤0.01%
845
+35
1511
$27.5K ﹤0.01%
1,562
-498
1512
$27.3K ﹤0.01%
313
1513
$27.3K ﹤0.01%
225
-25
1514
$27.3K ﹤0.01%
1,419
1515
$27.3K ﹤0.01%
3,300
1516
$27.2K ﹤0.01%
1,227
+16
1517
$27.2K ﹤0.01%
1,494
1518
$27.2K ﹤0.01%
349
+134
1519
$27.1K ﹤0.01%
+1,275
1520
$27.1K ﹤0.01%
1,973
+205
1521
$27.1K ﹤0.01%
1,547
1522
$26.9K ﹤0.01%
+1,385
1523
$26.8K ﹤0.01%
1,803
-445
1524
$26.8K ﹤0.01%
355
1525
$26.8K ﹤0.01%
1,178