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
1651
$19.3K ﹤0.01%
261
1652
$19.3K ﹤0.01%
424
1653
$19.3K ﹤0.01%
1,035
1654
$19.2K ﹤0.01%
953
1655
$19.1K ﹤0.01%
700
1656
$19.1K ﹤0.01%
3,025
+3,006
1657
$19.1K ﹤0.01%
391
-385
1658
$19.1K ﹤0.01%
650
-245
1659
$19K ﹤0.01%
420
+220
1660
$19K ﹤0.01%
2,045
+673
1661
$19K ﹤0.01%
1,761
+556
1662
$18.9K ﹤0.01%
336
+101
1663
$18.9K ﹤0.01%
1,923
+23
1664
$18.8K ﹤0.01%
+371
1665
$18.8K ﹤0.01%
128
-40
1666
$18.7K ﹤0.01%
1,950
1667
$18.6K ﹤0.01%
1,022
+522
1668
$18.6K ﹤0.01%
438
-868
1669
$18.5K ﹤0.01%
1,070
+11
1670
$18.5K ﹤0.01%
700
1671
$18.5K ﹤0.01%
2,605
1672
$18.4K ﹤0.01%
213
+1
1673
$18.4K ﹤0.01%
1,100
-150
1674
$18.3K ﹤0.01%
150
-151
1675
$18.2K ﹤0.01%
34
+4