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
$2.58B
AUM Growth
+$291M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,502
New
Increased
Reduced
Closed

Top Sells

1 +$21.7M
2 +$9.68M
3 +$7.22M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$6.63M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.21M

Sector Composition

1 Technology 12.75%
2 Consumer Discretionary 5.8%
3 Healthcare 5.03%
4 Financials 4.51%
5 Communication Services 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1626
$62.8K ﹤0.01%
709
+680
1627
$62.6K ﹤0.01%
+2,068
1628
$62.6K ﹤0.01%
8,615
1629
$62.5K ﹤0.01%
2,818
1630
$61.9K ﹤0.01%
752
+43
1631
$61.8K ﹤0.01%
365
+53
1632
$61.7K ﹤0.01%
314
+250
1633
$61.7K ﹤0.01%
702
+572
1634
$61.6K ﹤0.01%
2,844
1635
$61.5K ﹤0.01%
3,650
1636
$61.4K ﹤0.01%
1,080
+650
1637
$61K ﹤0.01%
1,225
1638
$61K ﹤0.01%
595
1639
$60.6K ﹤0.01%
2,097
+32
1640
$60.4K ﹤0.01%
1,300
1641
$60.4K ﹤0.01%
15
+2
1642
$60.4K ﹤0.01%
2,903
1643
$60.3K ﹤0.01%
942
+42
1644
$60.2K ﹤0.01%
2,033
1645
$60.1K ﹤0.01%
1,100
1646
$60.1K ﹤0.01%
647
+388
1647
$60K ﹤0.01%
+1,274
1648
$59.7K ﹤0.01%
4,000
1649
$59.5K ﹤0.01%
9,351
1650
$59.3K ﹤0.01%
1,131