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
1576
$11.1K ﹤0.01%
1,600
1577
$11.1K ﹤0.01%
100
1578
$11.1K ﹤0.01%
630
+230
1579
$10.9K ﹤0.01%
875
1580
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689
1581
$10.9K ﹤0.01%
330
+200
1582
$10.8K ﹤0.01%
85
+27
1583
$10.8K ﹤0.01%
+800
1584
$10.7K ﹤0.01%
365
1585
$10.7K ﹤0.01%
110
1586
$10.7K ﹤0.01%
1,157
1587
$10.6K ﹤0.01%
116
+6
1588
$10.6K ﹤0.01%
90
1589
$10.6K ﹤0.01%
105
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1590
$10.6K ﹤0.01%
585
1591
$10.6K ﹤0.01%
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1592
$10.6K ﹤0.01%
172
-26
1593
$10.5K ﹤0.01%
400
1594
$10.5K ﹤0.01%
+130
1595
$10.5K ﹤0.01%
+320
1596
$10.4K ﹤0.01%
275
-1,000
1597
$10.4K ﹤0.01%
2,000
-2,000
1598
$10.4K ﹤0.01%
+215
1599
$10.4K ﹤0.01%
550
1600
$10.4K ﹤0.01%
238
-450