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
1726
$16.3K ﹤0.01%
1,557
1727
$16.3K ﹤0.01%
450
1728
$16.3K ﹤0.01%
327
-7,530
1729
$16.2K ﹤0.01%
140
1730
$16.2K ﹤0.01%
829
+45
1731
$16.2K ﹤0.01%
670
1732
$16.2K ﹤0.01%
390
-365
1733
$16.2K ﹤0.01%
2,930
1734
$16.1K ﹤0.01%
812
1735
$16.1K ﹤0.01%
1,800
1736
$16.1K ﹤0.01%
208
+22
1737
$16K ﹤0.01%
440
1738
$16K ﹤0.01%
516
+149
1739
$16K ﹤0.01%
1,000
1740
$16K ﹤0.01%
450
-60
1741
$15.9K ﹤0.01%
309
+15
1742
$15.9K ﹤0.01%
1,180
1743
$15.9K ﹤0.01%
1,000
1744
$15.9K ﹤0.01%
1,245
1745
$15.9K ﹤0.01%
139
+46
1746
$15.9K ﹤0.01%
1,355
1747
$15.9K ﹤0.01%
750
1748
$15.8K ﹤0.01%
2,000
-50
1749
$15.8K ﹤0.01%
307
+1
1750
$15.6K ﹤0.01%
3,000