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
1526
$13.1K ﹤0.01%
466
+240
1527
$13.1K ﹤0.01%
598
+154
1528
$13K ﹤0.01%
70
1529
$13K ﹤0.01%
400
-300
1530
$13K ﹤0.01%
774
-7,350
1531
$12.9K ﹤0.01%
1,290
-297,654
1532
$12.9K ﹤0.01%
250
1533
$12.8K ﹤0.01%
300
1534
$12.8K ﹤0.01%
731
1535
$12.8K ﹤0.01%
419
1536
$12.7K ﹤0.01%
2,300
1537
$12.6K ﹤0.01%
200
1538
$12.5K ﹤0.01%
759
-8,670
1539
$12.4K ﹤0.01%
500
1540
$12.4K ﹤0.01%
116
-155
1541
$12.3K ﹤0.01%
1,800
-407
1542
$12.3K ﹤0.01%
550
1543
$12.2K ﹤0.01%
366
1544
$12.2K ﹤0.01%
233
1545
$12.1K ﹤0.01%
532
-118
1546
$12.1K ﹤0.01%
300
1547
$12.1K ﹤0.01%
1,002
+1,000
1548
$12.1K ﹤0.01%
134
-181
1549
$12.1K ﹤0.01%
515
+30
1550
$12K ﹤0.01%
200