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
1626
$9.94K ﹤0.01%
450
-1,795
1627
$9.93K ﹤0.01%
356
+307
1628
$9.9K ﹤0.01%
250
1629
$9.89K ﹤0.01%
625
-175
1630
$9.88K ﹤0.01%
1,390
+500
1631
$9.83K ﹤0.01%
367
1632
$9.82K ﹤0.01%
948
+47
1633
$9.79K ﹤0.01%
273
-1,731
1634
$9.76K ﹤0.01%
500
1635
$9.74K ﹤0.01%
127
-44
1636
$9.72K ﹤0.01%
618
1637
$9.71K ﹤0.01%
180
1638
$9.64K ﹤0.01%
1,000
1639
$9.63K ﹤0.01%
200
-163
1640
$9.62K ﹤0.01%
+402
1641
$9.61K ﹤0.01%
252
1642
$9.6K ﹤0.01%
+200
1643
$9.59K ﹤0.01%
+650
1644
$9.58K ﹤0.01%
125
1645
$9.57K ﹤0.01%
362
+92
1646
$9.56K ﹤0.01%
139
1647
$9.54K ﹤0.01%
1,230
1648
$9.54K ﹤0.01%
559
-9,243
1649
$9.48K ﹤0.01%
251
-99
1650
$9.47K ﹤0.01%
825
-100