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
1551
$25.1K ﹤0.01%
399
+349
1552
$24.9K ﹤0.01%
762
+270
1553
$24.9K ﹤0.01%
6,135
+2,985
1554
$24.9K ﹤0.01%
1,042
-1,025
1555
$24.8K ﹤0.01%
757
-335
1556
$24.7K ﹤0.01%
478
+1
1557
$24.7K ﹤0.01%
453
1558
$24.7K ﹤0.01%
2,344
+38
1559
$24.6K ﹤0.01%
1,050
1560
$24.2K ﹤0.01%
+500
1561
$24.2K ﹤0.01%
1,017
+1
1562
$24.1K ﹤0.01%
350
1563
$24K ﹤0.01%
600
1564
$24K ﹤0.01%
545
-415
1565
$24K ﹤0.01%
2,295
-1,296
1566
$23.9K ﹤0.01%
850
+200
1567
$23.8K ﹤0.01%
3,992
1568
$23.8K ﹤0.01%
2,449
-9,111
1569
$23.8K ﹤0.01%
400
1570
$23.8K ﹤0.01%
1,000
-500
1571
$23.6K ﹤0.01%
+974
1572
$23.6K ﹤0.01%
94
1573
$23.5K ﹤0.01%
1,036
-500
1574
$23.4K ﹤0.01%
925
+675
1575
$23.3K ﹤0.01%
700