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
1651
$59.2K ﹤0.01%
1,496
+17
1652
$59K ﹤0.01%
2,265
+1,141
1653
$59K ﹤0.01%
1,383
+199
1654
$58.9K ﹤0.01%
840
-28
1655
$58.9K ﹤0.01%
2,750
1656
$58.8K ﹤0.01%
2,671
+877
1657
$58.7K ﹤0.01%
2,123
+872
1658
$58.5K ﹤0.01%
2,222
+307
1659
$58.4K ﹤0.01%
1,710
1660
$58.4K ﹤0.01%
241
1661
$58.2K ﹤0.01%
928
1662
$58.2K ﹤0.01%
325
-615
1663
$58.1K ﹤0.01%
676
+500
1664
$57.8K ﹤0.01%
1,800
-200
1665
$57.7K ﹤0.01%
1,629
+33
1666
$57.6K ﹤0.01%
+2,350
1667
$57.5K ﹤0.01%
3,090
1668
$57.4K ﹤0.01%
2,112
+174
1669
$57.3K ﹤0.01%
795
1670
$57.2K ﹤0.01%
1,647
+2
1671
$57.2K ﹤0.01%
3,132
-98
1672
$57.1K ﹤0.01%
852
-23
1673
$57K ﹤0.01%
+3,346
1674
$56.9K ﹤0.01%
2,621
+13
1675
$56.9K ﹤0.01%
1,784
+1,084