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
1526
$26.8K ﹤0.01%
6,500
1527
$26.7K ﹤0.01%
2,034
1528
$26.5K ﹤0.01%
1,944
1529
$26.4K ﹤0.01%
+700
1530
$26.4K ﹤0.01%
1,174
-985
1531
$26.2K ﹤0.01%
144
1532
$26.1K ﹤0.01%
1,496
-4,725
1533
$26.1K ﹤0.01%
725
+500
1534
$26.1K ﹤0.01%
372
+43
1535
$26K ﹤0.01%
342
+115
1536
$25.9K ﹤0.01%
1,895
1537
$25.9K ﹤0.01%
2,928
1538
$25.8K ﹤0.01%
1,500
1539
$25.8K ﹤0.01%
928
1540
$25.8K ﹤0.01%
1,290
-228
1541
$25.7K ﹤0.01%
1,026
-8
1542
$25.6K ﹤0.01%
2,575
-37
1543
$25.6K ﹤0.01%
1,555
-50
1544
$25.6K ﹤0.01%
841
1545
$25.5K ﹤0.01%
1,520
-100
1546
$25.4K ﹤0.01%
1,152
-644
1547
$25.4K ﹤0.01%
422
-25
1548
$25.3K ﹤0.01%
1,000
1549
$25.3K ﹤0.01%
1,310
1550
$25.3K ﹤0.01%
150