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
1826
$5.61K ﹤0.01%
85
-98
1827
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1,000
1828
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1829
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1830
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1831
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1832
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1,260
1833
$5.51K ﹤0.01%
376
-416
1834
$5.5K ﹤0.01%
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1835
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97
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1836
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1837
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472
-2,409
1838
$5.47K ﹤0.01%
+200
1839
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+9
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1841
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1842
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1843
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+125
1844
$5.43K ﹤0.01%
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1845
$5.38K ﹤0.01%
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+24
1846
$5.36K ﹤0.01%
271
1847
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172
-197
1848
$5.34K ﹤0.01%
1,649
-882
1849
$5.33K ﹤0.01%
235
-294
1850
$5.31K ﹤0.01%
50