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
1626
$20.6K ﹤0.01%
492
+60
1627
$20.5K ﹤0.01%
339
-3
1628
$20.5K ﹤0.01%
1,000
1629
$20.4K ﹤0.01%
5,870
+342
1630
$20.4K ﹤0.01%
125
+25
1631
$20.3K ﹤0.01%
+302
1632
$20.3K ﹤0.01%
800
+100
1633
$20.3K ﹤0.01%
183
-20
1634
$20.1K ﹤0.01%
2,040
1635
$20.1K ﹤0.01%
1,000
1636
$20K ﹤0.01%
78
+46
1637
$20K ﹤0.01%
582
-157
1638
$19.9K ﹤0.01%
1,116
+798
1639
$19.8K ﹤0.01%
250
1640
$19.7K ﹤0.01%
431
-375
1641
$19.7K ﹤0.01%
1,430
1642
$19.7K ﹤0.01%
484
-49
1643
$19.7K ﹤0.01%
743
+118
1644
$19.6K ﹤0.01%
634
+300
1645
$19.6K ﹤0.01%
2,000
1646
$19.6K ﹤0.01%
779
1647
$19.5K ﹤0.01%
904
-2,386
1648
$19.5K ﹤0.01%
277
-29
1649
$19.4K ﹤0.01%
1,052
-382
1650
$19.3K ﹤0.01%
638
+9