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
1676
$8.74K ﹤0.01%
301
-43
1677
$8.69K ﹤0.01%
338
-618
1678
$8.59K ﹤0.01%
193
+160
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$8.59K ﹤0.01%
1,250
-550
1680
$8.55K ﹤0.01%
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1681
$8.47K ﹤0.01%
642
1682
$8.47K ﹤0.01%
200
1683
$8.47K ﹤0.01%
112
-76
1684
$8.47K ﹤0.01%
+425
1685
$8.45K ﹤0.01%
734
+284
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$8.38K ﹤0.01%
100
-100
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$8.37K ﹤0.01%
410
+10
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$8.37K ﹤0.01%
+678
1689
$8.34K ﹤0.01%
412
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1690
$8.33K ﹤0.01%
1,200
1691
$8.26K ﹤0.01%
2,250
1692
$8.2K ﹤0.01%
10
1693
$8.19K ﹤0.01%
116
+59
1694
$8.19K ﹤0.01%
384
+30
1695
$8.18K ﹤0.01%
622
+10
1696
$8.18K ﹤0.01%
589
+139
1697
$8.1K ﹤0.01%
786
1698
$8.1K ﹤0.01%
+361
1699
$8.03K ﹤0.01%
223
+193
1700
$8.02K ﹤0.01%
607