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
1776
$14.7K ﹤0.01%
1,809
1777
$14.7K ﹤0.01%
1,431
+1,000
1778
$14.6K ﹤0.01%
365
1779
$14.6K ﹤0.01%
308
1780
$14.6K ﹤0.01%
317
1781
$14.4K ﹤0.01%
650
1782
$14.4K ﹤0.01%
250
1783
$14.3K ﹤0.01%
1,477
1784
$14.3K ﹤0.01%
671
+9
1785
$14.2K ﹤0.01%
1,250
+24
1786
$14.2K ﹤0.01%
322
1787
$14.2K ﹤0.01%
180
-510
1788
$14.2K ﹤0.01%
635
-296
1789
$14.1K ﹤0.01%
2,050
+450
1790
$14.1K ﹤0.01%
+500
1791
$14.1K ﹤0.01%
+547
1792
$14K ﹤0.01%
236
-43
1793
$14K ﹤0.01%
240
-213
1794
$13.9K ﹤0.01%
880
1795
$13.9K ﹤0.01%
366
1796
$13.9K ﹤0.01%
1,400
1797
$13.8K ﹤0.01%
2,072
+302
1798
$13.8K ﹤0.01%
166
+29
1799
$13.8K ﹤0.01%
1,252
+27
1800
$13.8K ﹤0.01%
500