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
$734M
AUM Growth
+$62.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,501
New
Increased
Reduced
Closed

Top Buys

1 +$3.38M
2 +$2.84M
3 +$1.99M
4
ADBE icon
Adobe
ADBE
+$1.83M
5
MDT icon
Medtronic
MDT
+$1.76M

Top Sells

1 +$2.22M
2 +$1.49M
3 +$1.21M
4
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$988K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$972K

Sector Composition

1 Technology 9.98%
2 Financials 5.49%
3 Healthcare 5.07%
4 Communication Services 4.73%
5 Industrials 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$1M 0.14%
12,719
+77
152
$1M 0.14%
27,112
+25,637
153
$998K 0.14%
10,374
-5,314
154
$988K 0.13%
22,319
+14,194
155
$970K 0.13%
9,000
+44
156
$969K 0.13%
8,788
+1,234
157
$961K 0.13%
52,248
+34,004
158
$959K 0.13%
15,286
+448
159
$959K 0.13%
11,455
+6,478
160
$952K 0.13%
13,699
-425
161
$946K 0.13%
19,580
-155
162
$941K 0.13%
8,629
+7
163
$939K 0.13%
34,845
-137
164
$937K 0.13%
19,181
-73
165
$933K 0.13%
17,119
+5
166
$930K 0.13%
6,119
-55
167
$926K 0.13%
50,211
+2,511
168
$920K 0.13%
9,392
+1,216
169
$919K 0.13%
8,611
+119
170
$911K 0.12%
4,163
+11
171
$911K 0.12%
34,352
-1,458
172
$911K 0.12%
14,936
+601
173
$899K 0.12%
17,243
+4,076
174
$899K 0.12%
20,395
-810
175
$890K 0.12%
7,330
-22