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
1751
$15.6K ﹤0.01%
+432
1752
$15.5K ﹤0.01%
4,566
+4,067
1753
$15.4K ﹤0.01%
408
-229
1754
$15.4K ﹤0.01%
800
1755
$15.4K ﹤0.01%
510
1756
$15.4K ﹤0.01%
205
+26
1757
$15.4K ﹤0.01%
166
1758
$15.4K ﹤0.01%
444
1759
$15.2K ﹤0.01%
+234
1760
$15.2K ﹤0.01%
3,150
-2,500
1761
$15.2K ﹤0.01%
982
+75
1762
$15.1K ﹤0.01%
955
1763
$15.1K ﹤0.01%
276
-31
1764
$15.1K ﹤0.01%
1,402
1765
$15K ﹤0.01%
91
+41
1766
$15K ﹤0.01%
647
1767
$14.9K ﹤0.01%
1,510
+370
1768
$14.9K ﹤0.01%
+250
1769
$14.9K ﹤0.01%
300
1770
$14.8K ﹤0.01%
+3,700
1771
$14.8K ﹤0.01%
300
-886
1772
$14.8K ﹤0.01%
523
1773
$14.7K ﹤0.01%
+500
1774
$14.7K ﹤0.01%
762
-381
1775
$14.7K ﹤0.01%
306
+3