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
1676
$18.2K ﹤0.01%
683
-12
1677
$18.2K ﹤0.01%
1,462
1678
$18.2K ﹤0.01%
1,929
1679
$18.1K ﹤0.01%
332
+1
1680
$18K ﹤0.01%
1,025
-75
1681
$18K ﹤0.01%
2,111
-423
1682
$18K ﹤0.01%
288
1683
$17.9K ﹤0.01%
1,000
+171
1684
$17.9K ﹤0.01%
692
1685
$17.8K ﹤0.01%
300
-154
1686
$17.7K ﹤0.01%
360
1687
$17.7K ﹤0.01%
322
+1
1688
$17.7K ﹤0.01%
300
1689
$17.5K ﹤0.01%
533
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1690
$17.5K ﹤0.01%
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-2
1691
$17.5K ﹤0.01%
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1692
$17.5K ﹤0.01%
2,422
+780
1693
$17.5K ﹤0.01%
253
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1694
$17.5K ﹤0.01%
500
1695
$17.5K ﹤0.01%
652
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1696
$17.5K ﹤0.01%
+4,100
1697
$17.4K ﹤0.01%
98
-130
1698
$17.4K ﹤0.01%
320
1699
$17.4K ﹤0.01%
267
-2,135
1700
$17.3K ﹤0.01%
2,500