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
1726
$7.46K ﹤0.01%
5
1727
$7.45K ﹤0.01%
1,000
1728
$7.42K ﹤0.01%
200
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1729
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1730
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1731
$7.37K ﹤0.01%
550
1732
$7.34K ﹤0.01%
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1733
$7.33K ﹤0.01%
278
+87
1734
$7.28K ﹤0.01%
185
1735
$7.25K ﹤0.01%
351
1736
$7.24K ﹤0.01%
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1737
$7.22K ﹤0.01%
30
1738
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200
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1739
$7.21K ﹤0.01%
1,700
1740
$7.21K ﹤0.01%
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1741
$7.19K ﹤0.01%
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+350
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$7.16K ﹤0.01%
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1743
$7.1K ﹤0.01%
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1744
$7.05K ﹤0.01%
300
1745
$7.05K ﹤0.01%
410
-3,666
1746
$7.02K ﹤0.01%
158
-80
1747
$7.02K ﹤0.01%
328
1748
$6.98K ﹤0.01%
300
1749
$6.98K ﹤0.01%
603
1750
$6.97K ﹤0.01%
144