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
1651
$9.46K ﹤0.01%
1,150
1652
$9.42K ﹤0.01%
382
1653
$9.3K ﹤0.01%
295
+98
1654
$9.21K ﹤0.01%
282
1655
$9.21K ﹤0.01%
431
1656
$9.17K ﹤0.01%
+392
1657
$9.14K ﹤0.01%
30
1658
$9.11K ﹤0.01%
235
-13
1659
$9.11K ﹤0.01%
270
+60
1660
$9.08K ﹤0.01%
400
-1,400
1661
$9.08K ﹤0.01%
343
+93
1662
$9.07K ﹤0.01%
56
+50
1663
$9.07K ﹤0.01%
+91
1664
$9.05K ﹤0.01%
423
+10
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$8.99K ﹤0.01%
207
-4,766
1666
$8.99K ﹤0.01%
1,000
1667
$8.94K ﹤0.01%
270
1668
$8.92K ﹤0.01%
1,000
1669
$8.91K ﹤0.01%
344
+205
1670
$8.86K ﹤0.01%
233
-7
1671
$8.84K ﹤0.01%
+691
1672
$8.81K ﹤0.01%
1,000
1673
$8.78K ﹤0.01%
668
-639
1674
$8.77K ﹤0.01%
335
1675
$8.74K ﹤0.01%
109
+21