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
1801
$13.7K ﹤0.01%
592
1802
$13.7K ﹤0.01%
390
1803
$13.7K ﹤0.01%
1,899
+250
1804
$13.6K ﹤0.01%
479
1805
$13.5K ﹤0.01%
259
+46
1806
$13.5K ﹤0.01%
41
+10
1807
$13.5K ﹤0.01%
155
-311
1808
$13.4K ﹤0.01%
1,667
+47
1809
$13.4K ﹤0.01%
1,733
+443
1810
$13.3K ﹤0.01%
1,300
1811
$13.3K ﹤0.01%
800
+500
1812
$13.3K ﹤0.01%
55
1813
$13.3K ﹤0.01%
550
-5,195
1814
$13.2K ﹤0.01%
1,072
1815
$13.1K ﹤0.01%
500
1816
$13.1K ﹤0.01%
550
+8
1817
$13.1K ﹤0.01%
1,600
1818
$13K ﹤0.01%
178
-4
1819
$13K ﹤0.01%
441
+82
1820
$13K ﹤0.01%
649
+202
1821
$12.9K ﹤0.01%
2,632
-461
1822
$12.9K ﹤0.01%
482
+22
1823
$12.9K ﹤0.01%
267
-364
1824
$12.9K ﹤0.01%
518
-140
1825
$12.9K ﹤0.01%
878
+28