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
1801
$6.06K ﹤0.01%
189
1802
$6.04K ﹤0.01%
500
-3,644
1803
$5.98K ﹤0.01%
160
1804
$5.96K ﹤0.01%
525
+275
1805
$5.95K ﹤0.01%
5
-10
1806
$5.92K ﹤0.01%
34
1807
$5.89K ﹤0.01%
250
1808
$5.87K ﹤0.01%
350
-389
1809
$5.87K ﹤0.01%
200
+30
1810
$5.86K ﹤0.01%
+502
1811
$5.86K ﹤0.01%
389
+167
1812
$5.83K ﹤0.01%
537
1813
$5.83K ﹤0.01%
250
1814
$5.8K ﹤0.01%
+300
1815
$5.78K ﹤0.01%
217
1816
$5.76K ﹤0.01%
213
-237
1817
$5.73K ﹤0.01%
160
1818
$5.69K ﹤0.01%
100
1819
$5.67K ﹤0.01%
117
-60
1820
$5.65K ﹤0.01%
223
1821
$5.64K ﹤0.01%
569
1822
$5.64K ﹤0.01%
50
1823
$5.64K ﹤0.01%
251
-99
1824
$5.63K ﹤0.01%
+341
1825
$5.62K ﹤0.01%
78