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
1551
$12K ﹤0.01%
583
1552
$12K ﹤0.01%
+239
1553
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144
1554
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569
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291
+46
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528
+31
1557
$11.8K ﹤0.01%
186
-1,008
1558
$11.8K ﹤0.01%
124
+99
1559
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255
1560
$11.8K ﹤0.01%
526
1561
$11.6K ﹤0.01%
175
+123
1562
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+241
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$11.6K ﹤0.01%
412
1564
$11.6K ﹤0.01%
300
-425
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1,500
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136
+67
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$11.5K ﹤0.01%
1,199
1568
$11.5K ﹤0.01%
206
1569
$11.5K ﹤0.01%
472
+172
1570
$11.3K ﹤0.01%
1,400
1571
$11.3K ﹤0.01%
250
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500
1573
$11.2K ﹤0.01%
290
-3,340
1574
$11.2K ﹤0.01%
400
-661
1575
$11.1K ﹤0.01%
455