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
1601
$22.2K ﹤0.01%
24
-7
1602
$22.1K ﹤0.01%
367
1603
$22K ﹤0.01%
234
+2
1604
$22K ﹤0.01%
151
1605
$22K ﹤0.01%
620
-786
1606
$22K ﹤0.01%
250
1607
$21.8K ﹤0.01%
+157
1608
$21.7K ﹤0.01%
910
-6,300
1609
$21.5K ﹤0.01%
895
1610
$21.4K ﹤0.01%
161
+75
1611
$21.4K ﹤0.01%
+154
1612
$21.3K ﹤0.01%
700
-600
1613
$21.2K ﹤0.01%
1,102
+643
1614
$21.2K ﹤0.01%
500
1615
$21.2K ﹤0.01%
640
+85
1616
$21.2K ﹤0.01%
490
1617
$21.2K ﹤0.01%
221
-24
1618
$21.1K ﹤0.01%
1,457
+10
1619
$21.1K ﹤0.01%
285
1620
$21.1K ﹤0.01%
638
-31
1621
$21K ﹤0.01%
221
+170
1622
$20.8K ﹤0.01%
+600
1623
$20.8K ﹤0.01%
589
+8
1624
$20.8K ﹤0.01%
964
1625
$20.8K ﹤0.01%
402