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
$2.58B
AUM Growth
+$291M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,502
New
Increased
Reduced
Closed

Top Sells

1 +$21.7M
2 +$9.68M
3 +$7.22M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$6.63M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.21M

Sector Composition

1 Technology 12.75%
2 Consumer Discretionary 5.8%
3 Healthcare 5.03%
4 Financials 4.51%
5 Communication Services 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1751
$47.3K ﹤0.01%
226
+41
1752
$47.1K ﹤0.01%
137
-12
1753
$46.9K ﹤0.01%
14,000
1754
$46.9K ﹤0.01%
443
+22
1755
$46.8K ﹤0.01%
606
+206
1756
$46.5K ﹤0.01%
722
+337
1757
$46.5K ﹤0.01%
1,678
+1,037
1758
$46.5K ﹤0.01%
235
+17
1759
$46.4K ﹤0.01%
2,593
+250
1760
$46.3K ﹤0.01%
2,186
+986
1761
$46.3K ﹤0.01%
1,368
+580
1762
$46.2K ﹤0.01%
810
-7,466
1763
$46.1K ﹤0.01%
1,207
1764
$46.1K ﹤0.01%
797
+26
1765
$46K ﹤0.01%
576
+153
1766
$45.9K ﹤0.01%
180
1767
$45.9K ﹤0.01%
+313
1768
$45.8K ﹤0.01%
816
+50
1769
$45.7K ﹤0.01%
1,412
-1,604
1770
$45.6K ﹤0.01%
631
+6
1771
$45.6K ﹤0.01%
792
+244
1772
$45.5K ﹤0.01%
1,540
+7
1773
$45.5K ﹤0.01%
384
+120
1774
$45.4K ﹤0.01%
692
+206
1775
$45.4K ﹤0.01%
+1,000